Personal Banker

2 weeks ago

Jackson OH, United States Kellogg Staffing Full time

SUMMARY The Financial Advisor is responsible for driving investment production within an assigned territory. This role focuses on delivering personalized investment guidance to both bank-affiliated and external clients, offering a range of solutions including mutual funds, annuities, and fee-based advisory accounts.
The advisor partners closely with licensed bankers, providing coaching and support to enhance investment referral and sales activity. Collaboration with internal business partnerssuch as trust, insurance, and other wealth servicesis essential to identify opportunities and deliver comprehensive financial solutions.

Assess client financial goals and risk tolerance to recommend appropriate investment and insurance solutions
Deliver a consistently high-quality experience to clients and prospects
Open and service investment and insurance accounts, including monitoring transactions, transfers, exchanges, and service requests
Participate in seminars, branch meetings, training sessions, and community events to support business development efforts
Partner with retail and other business lines to cross-refer clients for additional financial services
Train, coach, and support licensed bankers and branch staff on investment-related activities


Bachelors degree preferred
Active State Life & Health insurance licenses
Solid understanding of core investment products, including mutual funds and fixed and variable annuities
Strong understanding of investment markets
Prior experience in investment sales or a related field
Experience coaching, mentoring, or developing others preferred, including providing input into performance feedback

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