Financial Services Manager

1 month ago

Winter Park, United States Trustco Bank Full time
Job DescriptionJob Description


Job Title: Financial Services Manager – Business Development

Reports to: Financial Services Vice President

FLSA Status: Exempt

Salary Grade: EX02

Supervisory Responsibility: Yes

SUMMARY:

The Financial Services Officer is responsible for prospecting new Financial Services clients through a variety of resources. Also responsible for mentoring a team of financial services employees to meet and exceed sales goals and customer satisfaction targets.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by the supervisor and/or Trustco Bank’s Board of Directors.

  • Cultivates new business relationships through a variety of leads including branch referrals, business contacts, specifically attorneys, CPAs, and in the medical field. Meet with existing and potential customer to establish new accounts and additions to existing accounts.
  • Conducts client and referral source meetings.
  • Develops and conducts seminars including location selection, scheduling, speakers, mailing lists, marketing materials, and mailing.
  • Ensures compliance with regulations and Bank policies and procedures as they pertain to financial services activities.
  • Financial planning case design and research.

REQUIRED EDUCATION/EXPERIENCE:

· A bachelor’s degree in business related field and/or equivalent level of education and experience.

· Effective verbal and written communication skills.

· Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.

· Ability to work well independently and in groups.

· Working knowledge with Microsoft Office Programs; Excel and Word.

PREFERRED EDUCATION/EXPERIENCE:

· Master’s degree in business related field.

POSITION TYPE/EXPECTED HOURS:

This is a full-time position. Office hours Monday – Friday 8:30am – 5:00pm. Evening and weekend work may be required as job duties demand.

TRAVEL:

Travel using personal vehicle, occasional overnight travel. Valid driver’s license required.

LANGUAGE SKILLS:

Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • This is largely sedentary role, requiring use of typical office equipment such as a computer, laptop and phone.
  • Ability to communicate both in person and/or by telephone.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Trustco Bank is an equal opportunity/affirmative action employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.

This includes, but is not limited to, the following:

• Hiring, placement, upgrading, transfer, demotion or promotion

• Recruitment, advertising or solicitation for employment

• Treatment during employment

• Rates of pay or other forms of compensation

• Selection for training, including apprenticeship

• Layoff or termination

It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.

  • Financial Operations Supervisor

    2 days ago

    Winter Park, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable Manager Role at Creative Financial StaffingAbout the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions, dedicated to helping businesses succeed in the construction industry.Job SummaryWe are seeking an experienced Accounts Receivable Manager to join our team. As a key member of our financial...

  • Financial Advisor, Truist Investment Services, Winter Park, FL

    2 weeks ago

    Winter Park, United States Truist Financial Corporation Full time

    Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interest Financial Advisor, Investment, Financial, Winter, Insurance Sales, Advisor

  • Financial Services Representative

    1 week ago

    Winter Park, Florida, United States Climate First Bank Full time

    Transforming Finance for a Sustainable Future Climate First Bank operates as a Florida Benefit Corporation, committed to reducing atmospheric CO2 while providing essential banking services. Founded by seasoned bank entrepreneur Ken LaRoe, we pride ourselves on being a values-driven institution dedicated to long-term sustainability. We are currently seeking a...

  • Financial Operations Manager

    1 week ago

    Winter Park, Florida, United States Jobot Full time

    Position Overview:We are seeking a detail-oriented and proactive Accounting Manager to oversee our financial operations within the construction sector. This permanent role offers a unique opportunity to contribute significantly to our financial management processes, including comprehensive corporate accounting, regulatory compliance, and financial...

  • Financial Services Opportunity

    3 months ago

    Winter Park, United States GM Consulting Full time

    Job DescriptionJob DescriptionGM Consulting is looking for a sales representative to join our team in our Altamonte office. We are proud to have a diverse team of agents that come from various backgrounds, religions, and ethnicities. We pride ourselves on being an organization built on teamwork and embracement of the ever-changing cultural business...

  • Financial Operations Manager

    1 week ago

    Winter Park, Florida, United States Jobot Full time

    Position Overview:We are seeking a dedicated and detail-oriented Accounting Manager to oversee our financial operations within the construction sector. This role is crucial for maintaining our financial integrity and ensuring compliance with all regulatory requirements.About Us:As a leading player in the civil construction industry, we pride ourselves on our...

  • Accounts Receivable Manager

    2 days ago

    Winter Park, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable Manager Role at Creative Financial StaffingAbout the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions, dedicated to helping businesses succeed in the construction industry.Job SummaryWe are seeking an experienced Accounts Receivable Manager to join our team. As a key member of our financial...

  • Revenue Cycle Manager

    2 days ago

    Winter Park, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable Manager Role at Creative Financial StaffingAbout the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions, dedicated to connecting top talent with innovative companies in the construction industry.Job SummaryWe are seeking an experienced Accounts Receivable Manager to join our team. As a key member of...

  • Financial Services Trainee

    2 weeks ago

    Waite Park, Minnesota, United States Magnifi Financial Credit Union Full time

    About Us:At Magnifi Financial Credit Union, we foster a collaborative and supportive environment that prioritizes the growth and development of our employees, ensuring a positive workplace culture. Recognized as a Top 200 Workplace for nine consecutive years, our organization is dedicated to fulfilling the aspirations of our members. Our mission is to...

  • Accounting Services Manager

    5 days ago

    Winter Park, Florida, United States RVR Consulting Group Full time

    Position OverviewRVR Consulting Group is looking for a meticulous and experienced Staff Accountant to enhance our financial team. This position will encompass the management of internal financial documentation as well as the provision of bookkeeping services to our external clientele on a fee-based arrangement. The successful candidate will demonstrate a...

  • Financial Data Management Specialist

    2 days ago

    Winter Park, Florida, United States Jobot Full time

    Job SummaryWe are seeking an experienced Accounts Payable Financial Analyst to join our dynamic finance team. As a key member of our team, you will be responsible for managing and processing high volume accounts payable data entry, ensuring accuracy in batching and matching invoices, and applying your expertise in GL coding to various business...

  • Manager of Financial Planning and Analysis

    1 month ago

    Winter Park, United States Careers at Hillpointe Full time

    Job DescriptionJob DescriptionHillpointe is a fully integrated real estate development and investment management firm focused on developing market-rate workforce housing across the Sun Belt. Ranked at the top of NMCH's Builders and Development companies, our team ensures best-in-class execution. This position is more than just a job - it's a...

  • Client Relationship Executive

    1 week ago

    Winter Park, Florida, United States Truist Financial Full time

    Position Overview:This role is designed for a seasoned professional in financial services. As a key player in our organization, you will manage a diverse portfolio of high-net-worth clients within the Truist network.Key Responsibilities:Act as the primary point of contact for a select group of affluent clients, ensuring the delivery of exceptional service...

  • Financial Administrative Associate

    5 days ago

    Floral Park, New York, United States American Portfolios Financial Services Full time

    Job OverviewWe are seeking a dynamic and proactive individual to support the daily operations of our expanding boutique Financial Advisory Firm. The ideal candidate will excel in a fast-paced, collaborative environment and possess the ability to manage a substantial workload effectively. A personable demeanor and strong communication skills are essential for...

  • Premier Banker III

    3 months ago

    Winter Park, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Premier Financial Advisor

    2 days ago

    Winter Park, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Truist. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering personalized financial solutions to our mass affluent clients.Key ResponsibilitiesClient Relationship Management:...

  • Financial Operations Accountant

    1 week ago

    Winter Park, Florida, United States RVR Consulting Group Full time

    Job OverviewWe are looking for a dedicated and meticulous Staff Accountant to become a vital part of the RVR Consulting Group. This position will focus on overseeing internal financial documentation while also delivering accounting services to our external clientele on a fee-based arrangement. The successful candidate will have a robust grasp of accounting...

  • Financial Services Consultant

    1 week ago

    Winter Park, Florida, United States Bronson Kinkade Consulting Full time

    Position OverviewBecome a Key Player in Our Thriving Agency: Exciting Career Prospects AwaitOur agency is experiencing rapid growth, and we are in search of skilled professionals to enhance our workforce. Here’s what makes our opportunity exceptional:Inbound Leads Only: Eliminate the hassle of cold calling.Fully Remote: Operate your sales efforts entirely...

  • Financial Operations Bookkeeper

    5 days ago

    Winter Park, Florida, United States Eastern General Realty Corp Garber Communities Full time

    Job OverviewEastern General Realty Corp / Garber Communities is seeking a meticulous and organized Financial Operations Bookkeeper to enhance our finance team. This role involves collaborating closely with senior management to oversee daily financial operations, including managing accounts receivable and accounts payable. The ideal candidate will possess a...

  • Financial Services Representative State Farm Agent Team Member

    3 months ago

    Winter Park, United States Amanda Chase Koenig - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompany partiesCompetitive salaryFree food & snacksOpportunity for advancementPaid time offSigning bonusTraining & developmentROLE DESCRIPTION:We are seeking an eager and spirited sales associate to join our prestigious agency. As a Financial Services Representative State Farm...