Financial Advisor Securities Specialist
2 days ago
At Southside Bank, we are seeking a highly skilled and experienced Financial Advisor Securities to join our team. As a key member of our organization, you will be responsible for promoting and selling Non-deposit Investment products and services to the public through an integrated marketing program.
Key Responsibilities:- Interview and counsel customers to obtain financial background and investment goal information to develop a customer profile and determine appropriate investment strategies.
- Remain thoroughly informed about NDIP and Bank changes in services, products, and policies.
- Cross-sell other Bank products and services to new and existing customers to generate new business.
- Support the team on operational and client-related issues.
- Process new business and complete new business-related functions.
- Open customer accounts, maintain customer files and records in accordance with OSJ requirements, and prepare all required reports.
- Maintain all information relating to customer accounts and bank affairs in strict confidence.
- B.S. Degree in Finance, Accounting, and/or Business-related field; and/or 5+ years related experience.
- Strong interpersonal, written, and verbal skills.
- Exceptional organizational, analytical, and critical thinking capabilities.
- Strong project management skills.
- Series 7 and 66 licenses required.
- Previous sales and service support in a banking environment required.
- Ability to build relationships with customers and Bank personnel.
- Detailed-oriented with excellent analytical skills.
- Excellent verbal, non-verbal, and interpersonal skills.
- Excellent organizational and time management skills.
- Excellent attitude and an extraordinary client service orientation.
- Ability to handle multiple tasks and operate on tight deadlines.
- Self-motivated and self-reliant with a business appearance and demeanor.
- Ability to perform repetitive functions.
- Well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.
- Moderate noise (e.g., business office with computers and printers, light traffic).
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