Live Chat
Contact

PERSONAL FINANCIAL ASSOCIATE Job in Oberlin, Ohio US

PERSONAL FINANCIAL ASSOCIATE

Northwest Bank - Oberlin, OH

Posted: 4/12/2021 - Expires: 7/11/2021

Job ID: 226159231

Print 

Job Description

Description
REQUIRED: Current applicable State Life and Health Insurance License and FINRA SIE, Series 6, and 63 in good standing (or the ability to obtain within an established timeframe).

GENERAL RESPONSIBILITIES

This position is responsible for:


Being a customer experience champion and trusted financial advisor


Being the primary "asset" gatherer, retail investment sales leader, and relationship builder


Assisting with special projects


Working as part of a team


Working with onsite equipment

ESSENTIAL FUNCTIONS

ADMINISTRATION:


Ensure compliance with Northwest policies and procedures

Ensure compliance with Federal/State regulations

Complete BVS and other required coursework

Knowledge of Microsoft Office software

Knowledge of Internet and Email

Demonstrate basic knowledge of products and services

Ensure total document and data integrity

Manage personal workload / workflow

RETAIL INVESTMENT SALES:


Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals

Identify and convert service to sales opportunities


Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales


Ask existing clients and business partners for prospect referrals and developing COIs


Actively seek opportunities to provide outstanding client experience to every client


Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate


Get to know clients, helping them achieve their financial dreams, and anticipating their financial needs


Own clients' service issues until they are resolved to the clients' satisfaction

Transact client business accurately, timely, and with operational proficiency

PHYSICAL AND MENTAL REQUIREMENTS:

The functions of this position usually require standing, sitting, reaching, kneeling, bending, crouching, light lifting, walking, carrying and other movements. Tasks involve working on a computer keyboard, computer software applications, involved extensive wrist and hand movement, visual acuity, ability to frequently convey detailed or important instructions or ideas accurately, audibly, and quickly, and ability to hear average or normal conversations and receive ordinary information, and occasional to frequent travel by motor vehicle. All individuals in this position are required to have regular, onsite attendance and be able to perform these tasks without risk of injury to themselves, others, or to otherwise demonstrate or explain how they can perform the essential functions listed.

Qualifications
Licenses & Certifications
FINRA SIE (required)
LIFE/HEALTH PRODUCER (required)
NYS LIFE (preferred)
SERIES 6 (required)
SERIES 63 (required)
SERIES 66 (preferred)

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)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Identified Skills


Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
No school grade completed
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
53368086
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
N/A