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Join to apply for the Osaic Insitutions Financial Advisor role at Ives Bank

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Join to apply for the Osaic Insitutions Financial Advisor role at Ives Bank

We are people serving people. Established in 1849, Ives Bank is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.

Role Description

Product Knowledge and Recommendations

• Prepare and implement a cross-training plan with each staff member on products and services
• Conduct one-on-one sessions weekly with branches to assess what each person should work on to enhance selling skills and increase referrals
• Work with staff on making recommendations for customers by using open-ended questions

New Customer Generation

• Set up new appointments from internal and promotion referrals
• Conduct joint sales calls with branch staff and commercial bankers to generate new business
• Open, cross sell, maintain existing accounts and products to new and existing customers; monitor broker sales for team daily
• Take a proactive sales approach by making outbound phone calls with an emphasis on setting appointments for financial reviews
• Conduct outside sales calls on local businesses to increase market share

Osaic Institutions Responsibilities

• Provide necessary information so all team members have adequate skills and product knowledge to generate referrals
• Identify client needs and present the solutions suitable to their risk tolerance and goals.
• Provide outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
• Assist with all Osaic Institutionsaudits as required
• Review and monitor referrals in CRM (Insight-Contact Management)
• Reach assigned annual revenue goal by suggesting products that are in the best interest of the client

Qualifications

• Associate's degree or an equivalent, banking and sales experience preferred
• Financial Industry Regulatory Authority (FINRA), Series 7 and Series 63 Licenses are required
• Series 65 License preferred
• 5+ years relevant experience in financial services
• Advanced knowledge of banking customer service principles and processes
• Strong interpersonal skills including verbal and written communication and listening skills
• Relevant experience developing and achieving goals
• Strong computer and banking software experience
• Proven ability to stay current with and comply with industry regulations
• Experience analyzing current market conditions to determine future business opportunities and projections

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

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