Financial Consultant Investments Specialist

3 days ago

Pensacola, Florida, United States Centennial Bank Full time

Job Summary

The Financial Consultant Investments role at Centennial Bank is a dynamic position that requires establishing value-added relationships with customers to understand their financial needs and offer solutions for those needs.

Key Responsibilities

1. Prospecting within the financial institution by establishing relationships with other client-facing associates to generate referrals.

2. Prospecting outside the financial institution to build external referral sources and bring new clients to the bank.

3. Selling effectively by establishing relationships with customers, determining their needs, and offering appropriate solutions in a manner that the customer sees the value and understands the features and benefits of the products offered.

4. Engaging in customer relationship management activities to increase wallet share per client and seek cross-referral opportunities to other associates within the bank.

5. Completing required BSA/AML training and other compliance training as assigned.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and Experience

Broad knowledge of fields such as accounting, marketing, business administration, finance, etc. Equivalent to a four-year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience.

Communication Skills

Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.

Critical Thinking Skills

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Required Certificates, Licenses, Registrations

NASD Series 7 - currently maintain or must pass within 90 days

NASD Series 66 - currently maintain or must pass within 90 days

Preferred Certificates, Licenses, Registrations

Certified Financial Planner, Certified Financial Analyst, or other high-level certifications in the investment field.

Software Skills Required

Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet

Intermediate: Word Processing/Typing

Basic: Accounting

Working Conditions

Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.

Environmental Conditions

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

The noise level in the work environment is usually moderate.

Physical Activities

The following physical activities 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 and expectations.

While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; peripheral vision; depth perception; and ability to adjust focus.

Additional Information

The candidate for this role must have the following interpersonal traits:

Character: Must display traits such as honesty, strong work ethic, and be team-oriented

Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.

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