Executive Assistant, Bank Sales

Job Description

Job Description

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you. 

 

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly 
on serving those in the medical industry. With healthcare in our heritage, we soon expanded 
to serve high-earning professionals in many 
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

 

Today, BHG Financial has firmly established 
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

 

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

 

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

 

Who You Are

The ability to build and maintain relationships is critical to success. Organization, time management, and execution ability are requirements for this position. The candidate selected for this position will be primed for growth and success as they work hand in hand with their sales manager.

 

Location : Must be located in or near Syracuse, NY, to come into the office a couple of times a week.

 

Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5-10% annually—for team on-sites, meetings, and cross-functional collaboration.

What You'll Do

• Provide day to day assistance with administrative requests.
• Format information for internal and external communication – memos, emails, presentations, reports
• Take memos, maintain files, and organize, and collate documents as needed
• Prepare reports, presentations, and data, as well as maintain files, records, and correspondence for meetings
• Organize and maintain the teams filing system
• Arrange travel, accommodations, itineraries, and all correspondence related to arrangements as needed
• Plan, organize and implement events, such as meetings, business luncheons, or client dinners
• Manage executive schedule and act as a liaison between other departments,
• Managing executives’ calendars and set up meetings
• Provide day to day monitoring of reports
• Serve as the point person to provide customer service to our bank clients as it relates to loan sale documentation 
• Perform client on-boarding calls
• Transcribe call recordings
• Managing information flow in a timely and accurate manner
• Responsibilities will also include online/over the phone prospecting lead generations through outbound call campaigns,

What You'll Need

• Bachelors Degree Preferred
• 2+ years experience in a sales support role, ideally
• Must be located in or near Syracuse, NY to come into the office a couple times a week.
• Communication skills: Deciding which messages and which questions need to go directly to your executive and which need to redirected or handled in some other way. This involves the ability to quickly glean information from those demanding time from their executive.
• Time management: Skilled in managing your executives time as well as managing your own time.
• Trustworthiness: In this position you will often have access to sensitive information, need to be fully trusted 
• Multitasking: You will be regularly handling more than one task at a time while keeping tabs on executives schedules and keeping them on track.

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

 

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

 

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members

•Competitive PTO and vacation policies

•1 Friday off each month for Wellness Weekends

•Company 401(k) plan with employer contributions after one year

•Company-sponsored training and certification opportunities

•Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses

•Ongoing volunteer opportunities to give back to the community through our BHG Cares program

 

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

 

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.