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- Employment
- Full-time
About the role
- Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager. Cross-sells other banking services to new and existing customers. Maintains on-going customer contact to ensure good customer relations.
- Assists with comprehensive financial planning for clients and periodic client review.
- Be in compliance, following all policies and procedures.
- Participates in department meetings.
- Participates in civic and community organizations, representing the bank, but following personal interests.
- Regular and reliable attendance.
- Performs other related duties as assigned by management.
- Knowledge of securities and investment products, policies and procedures
- Knowledge of financial planning for individuals and business
- Knowledge of sales and marketing practices and principles.
- Skill in communicating with customers and co-workers in courteous and professional manner.
- Skill in problem solving.
- Ability to maintain a high level of confidentiality.
- Ability to work within strict time constraints and handle multiple tasks simultaneously.
- College degree preferred.
- Prefer 1 -2 years’ experience
More Details
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