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Securities Sales Specialist

2 months ago

Dayton, Ohio, United States WesBanco Bank Inc. Full time

Job Title - Department
Investment Consultant - Securities Administration
Location

This role is entirely office-based. The employee will be engaged full-time at a designated WesBanco location.

Market
South West Ohio Northern Kentucky
Work Hours per Week
37.5
Requirements

A Bachelor's Degree is preferred.

State Life & Health insurance licenses along with FINRA SIE, Series 7 and 66 (or 63 and 65) are mandatory.

Familiarity with essential investment products, including fixed and variable annuities and mutual funds.

A solid understanding of banking services and operations is necessary.

Knowledge of market investments is essential.

Experience in investment sales or related fields is required.

Experience in coaching, mentoring, and developing others is preferred, along with the ability to contribute to performance evaluations.

Job Description

SUMMARY:

In this role, you will represent WesBanco Securities within a designated branch-based territory, focusing on achieving securities production targets in those branches. You will provide investment advisory services to both bank and non-bank clients, offering a range of products, including mutual funds, annuities, and fee-based accounts. Additionally, you will collaborate with and mentor licensed bankers in your market regarding their investment sales efforts. You will also engage with other business partners to identify opportunities for their products and services, such as trust or insurance services, under the guidance of WesBanco Wealth Management.

The advisor must exhibit strong interpersonal skills and the ability to collaborate with bank partners at all organizational levels. Proactivity and the capacity to generate business are critical, as is the ability to foster relationships with branch employees and partners.

CUSTOMER SERVICE SKILLS:

A commitment to delivering a level of service that distinctly sets us apart from competitors.

Proven sales skills are essential, along with a proactive approach to generating opportunities.

INTERPERSONAL SKILLS:

Investment sales within a banking context are highly regulated, and the advisor is expected to acquire and maintain proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, adhering to all applicable laws, rules, and regulations. The advisor will also be required to complete all assigned compliance training promptly.

Professional demeanor in appearance, interpersonal relations, work ethic, and attitude is expected.

Effective written and oral communication skills are necessary to convey thoughts, ideas, and concepts clearly to bank employees and customers.

Ability to analyze, comprehend, and act in accordance with various regulatory requirements.

Professional interaction with Bank business partners and customers is essential.

Strong organizational and planning skills are required.

Confidentiality must be maintained at all times.

Self-motivation is crucial.

Willingness to travel to assigned offices is necessary.

CLERICAL SKILLS:

Ability to perform general clerical duties and operate various departmental equipment.

Proficiency in Microsoft Office products (Word, Excel, Outlook, and PowerPoint) is required.

Capability to learn various software systems to fulfill work responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Identify and engage potential clients to establish business relationships.

Assess client profiles and recommend appropriate investment and insurance solutions.

Deliver an exceptional client experience to all clients and prospects.

Facilitate the opening of investment and insurance accounts. Manage and oversee customer service requests, transfers, exchanges, and any transactions conducted on behalf of clients.

Participate in seminars, branch training, and community events in support of Securities.

Collaborate with retail and other divisions to cross-refer clients for bank-offered services.

Provide coaching and training to Senior and Licensed Personal Bankers and branch employees.

OTHER REQUIREMENTS:

As banking is a highly regulated industry, you will be expected to acquire and maintain proficiency in the bank's policies and procedures, adhering to all applicable laws, rules, and regulations. Completion of all assigned compliance training in a timely manner is also expected.