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Financial Services Manager

2 months ago

Winter Park, United States Trustco Bank Full time

false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4

false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 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.