Associate Personal Investment Officer
Job ID 2012-67214
Site Name AL-MONTGOMERY-MONTGOMERY MAIN
Category RETAIL BANKING
FLSA Status EXEMPT
Type FULL TIME
More information about this job
Responsibilities
Provide financial advice and counseling to customers and prospects through the sale of mutual funds, government, municipal and corporate bonds, fixed and variable annuities, life insurance and manage money for Retail, Wealth Management and Commercial. Develop and maintain a profitable level of investment sales that meet the needs of properly qualified customers. Create profitable banking relationships through the sale of securities to qualified investment customers through highly effective relationship management, business development, presentation and sales skills. Actively develop new affluent customers through selling deeper into current book of business soliciting referrals and networking activities focused on Center Of Influence development. Create a strong working relationship with assigned retail banking centers other district network employees such as Business Development Officers, Mortgage Banking Officers and Partners Banking Officers in an effort to maximize referral opportunities and serve as a knowledgeable professional in the securities industry.
Qualifications
Bachelor's degree in business or equivalent professional experience. Series 7 Financial Industry Regulatory Authority (FINRA) Registered Representative and 63 State licenses, Life, Accident & Health Insurance license. Preferred FINRA Series 65 or 66 registration. Securities sales experience requiring high levels of outside business development skills. General understanding of retail banking products to include both credit and deposit products. Must be an extremely motivated team player. Must have assertive communication skills with a focus for sales. Ability to maintain the confidentiality of customer information.
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