Financial Services Representative

2 weeks ago


Kokomo, Indiana, United States First Farmers Bank and Trust Company Full time
Job Title: Financial Services Representative

First Farmers Bank and Trust Company is seeking a highly motivated and experienced Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing investment services to our customers and community.

Key Responsibilities:
  • Provide financial planning and investment options for FFBT clients
  • Solicit clients outside FFBT customer base in similar services to expand current customer base
  • Oversee day-to-day operational investment area functions
  • Oversee investments of existing clients
  • Prepare presentations for prospective clients
  • Complete required client paperwork to open and maintain client relationships
Requirements:
  • Responsible to the RJFS Co-Branch Manager Operations for the fulfillment of functions and responsibilities assigned
  • Broad knowledge of customer development and retention techniques, including prospecting and consultative selling skills
  • 2-5 years industry experience required
  • Ability to communicate effectively with existing and potential bank customers and fellow employees
  • Must maintain licensing to sell annuities, mutual funds, stocks, life insurance, and other investment related products (SIE, Series 7, 66, and insurance) and comply with Raymond James Financial Services requirements
Working Conditions:
  • Normal office environment
  • Extended viewing of computer screens
  • Moderate lifting up to 25 pounds
  • Repetitive hand and arm movement
  • Moderate business traveling


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