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View salary and benefits informationConducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. May require a bachelor's degree. Completion of the FINRA Series 6 Investme more...
Conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. May require a bachelor's degree. Completion of the FINRA Series 6 Investme more...
Conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. May require a bachelor's degree. Completion of the FINRA Series 6 Investme more...
The Financial Products Licensed Sales Representative I assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative I requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative I may require a bachelor's degree or its equivalent. Typically reports to more...
The Financial Products Licensed Sales Representative II assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative II requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative II may require a bachelor's degree or its equivalent. Typically reports more...
The Financial Products Licensed Sales Representative III assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative III requires series 7 and 66 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative III may require a bachelor's degree or its equivalent. Typically repor more...
Provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and unde more...
The Financial Services Branch Sales Manager requires a bachelor's degree in area of specialty. Manages and maintains current business relationships and seeks new accounts through sales, marketing, and referrals. Being a Financial Services Branch Sales Manager typically reports to a manager or head of a unit/department. The Financial Services Branch Sales Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has s more...
Provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer product questions, make changes to accounts, open new accounts, and receive orders. May execute orders from existing clients. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and underst more...
The Licensed Architect, Specialist selects, evaluates, and implements architectural procedures and techniques used to complete projects. Responsible for substantial architectural projects. Being a Licensed Architect, Specialist supervises and guides the work of lower-level architects. Writes reports and specifications, supervises the preparation of architectural plans, and reviews completed plans and estimates. In addition, Licensed Architect, Specialist requires the use of more advanced techniques. Requires a bachelor's degree of architecture. Typically reports to a supervisor or manager. May more...
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