Country Club Bank
Investment Sales Officer (Institutional Fixed Incomes Sales)
Country Club Bank, Leawood, Kansas, United States,
Investment Sales Officer (Institutional Fixed Incomes Sales)
Job Function: This position is responsible for contacting current and prospective investment clients with the objective of creating new relationships for investment business. While the focus of this position is directly tied to the sale of fixed income products, the individual should be comfortable discussing all products and services offered by CCB Capital Markets Group.
Essential Duties and Responsibilities:
Maintain a portfolio of contacts with prospective institutional, individual, or corporate clients in order to develop investment relationshipsMake on site visits to current and prospective customers in various assigned states and territoriesDevelop investment strategies and materials to enhance relationships and increase bond salesOffer bonds and investment services within the scope of products offered by the taxable and tax free trading deskAttend state and national banking association functions for the purpose of representing the interest of the Capital Markets GroupAttends work regularly and consistently to ensure appropriate staffing needs are met in the department and the organization, and needs are met in a timely fashionTravel is required
in this role as a candidate is expected to support and work with clients in person through meetings, presentations and Board discussions.Other tasks as assigned from time to time by supervisor or other member of managementJob Qualifications/ Required Skills and Abilities:
Undergraduate degree in business, finance, or related field, or 5 plus years equivalent experience is requiredFINRA SIE & Series 52 (MSRB) and/or Series 7 required5 years of experience in financial services industry with experience in investments preferredAbility to travel locally or out of state up to 30%, regular travel locally and out of state via automobile and other means is requiredValid Drivers LicenseHigh level of presentation skills with proficiency in Microsoft Excel, Word, PowerPoint and Bloomberg requiredSuperior communications skills, with the ability to communicate effectively and professionally at all levels of the organizationExhibits a high degree of professionalismMaintain high degree of confidentiality and integrityExcellent follow through and time management skillsStrong attention to detailsExcellent organizational skillsMust exhibit good business acumenAbility to multi-task and problems solveProficient in Microsoft Office applications (i.e. Word, Excel, OutlookMust possess a can-do customer-service attitude/philosophy
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Job Function: This position is responsible for contacting current and prospective investment clients with the objective of creating new relationships for investment business. While the focus of this position is directly tied to the sale of fixed income products, the individual should be comfortable discussing all products and services offered by CCB Capital Markets Group.
Essential Duties and Responsibilities:
Maintain a portfolio of contacts with prospective institutional, individual, or corporate clients in order to develop investment relationshipsMake on site visits to current and prospective customers in various assigned states and territoriesDevelop investment strategies and materials to enhance relationships and increase bond salesOffer bonds and investment services within the scope of products offered by the taxable and tax free trading deskAttend state and national banking association functions for the purpose of representing the interest of the Capital Markets GroupAttends work regularly and consistently to ensure appropriate staffing needs are met in the department and the organization, and needs are met in a timely fashionTravel is required
in this role as a candidate is expected to support and work with clients in person through meetings, presentations and Board discussions.Other tasks as assigned from time to time by supervisor or other member of managementJob Qualifications/ Required Skills and Abilities:
Undergraduate degree in business, finance, or related field, or 5 plus years equivalent experience is requiredFINRA SIE & Series 52 (MSRB) and/or Series 7 required5 years of experience in financial services industry with experience in investments preferredAbility to travel locally or out of state up to 30%, regular travel locally and out of state via automobile and other means is requiredValid Drivers LicenseHigh level of presentation skills with proficiency in Microsoft Excel, Word, PowerPoint and Bloomberg requiredSuperior communications skills, with the ability to communicate effectively and professionally at all levels of the organizationExhibits a high degree of professionalismMaintain high degree of confidentiality and integrityExcellent follow through and time management skillsStrong attention to detailsExcellent organizational skillsMust exhibit good business acumenAbility to multi-task and problems solveProficient in Microsoft Office applications (i.e. Word, Excel, OutlookMust possess a can-do customer-service attitude/philosophy
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)