Typically, 3+ years of relevant experience
Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
SIE Exam
State Life and Health insurance
Series 6, 63 and 65 OR Series 7 and 66
If licenses are not currently held, they are required within 120 days of the role start date.
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
In-depth understanding of brokerage and insurance products.
In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
In-depth understanding of personal trust and investment management.
In-depth knowledge of client portfolio management.
Technical proficiency gained through education and/or business experience.
Financial Needs Discovery
Product & Solution Design
Investment, Insurance & Advisory Products
Deposit & Cash Management
Lending & Credit
Prospecting & Acquisition
Sales Strategy & Execution
Client Onboarding, Experience & Retention
Portfolio & Relationship Management
Risk & Compliance
This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
A criminal background review and credit history evaluation will be required for this position
Restrictions on performing in a real estate agent capacity.
