Financial Services Specialist
2 weeks ago
At Community Bank, N.A., we are dedicated to providing our customers with exceptional financial services and products. Our team of experts is committed to helping individuals and businesses achieve their financial goals.
Job SummaryThe Financial Consultant will play a key role in managing investment and insurance relationships within an assigned branch network. This individual will work closely with bank partners to deliver planning services and provide suitable solutions to customers' financial needs.
Responsibilities- Maintain knowledge of laws and regulations applicable to this position and ensure compliance with all policies, procedures, and internal controls.
- Provide clients with tailored financial services and products while maintaining a high standard of ethics.
- Service existing customers and manage their investment portfolios.
- Demonstrate good business practices, including punctuality, professionalism, and leadership.
- Maintain accurate records for regulatory and business purposes.
- Set and maintain sales goals in cooperation with management.
- Network with community centers of influence to generate referrals.
- Train and work with branch staff to obtain qualified referrals.
- Abide by the terms and agreements outlined by Invest Financial Corporation.
- Bachelor's degree in finance or a related field.
- Securities License 7, 66, and PA Life and Health License.
- Excellent communication and interpersonal skills.
- Intermediate Microsoft Word, Excel, and email systems skills.
- Working knowledge of policies, procedures, and regulations related to the sale of investment products.
- Minimum of 5 years of industry experience or a related field.
Community Bank, N.A. offers a competitive salary, benefits package, and opportunities for professional development and advancement. We are an equal-opportunity employer and celebrate a diverse workplace.
The physical demands of this job include standing, walking, sitting, and lifting up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Community Bank, N.A. is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.
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