Financial Services Representative
Position:
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Financial Services Representative II |
Date Available:
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03/27/2019
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Location:
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Sandy Office
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Status:
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Non-Exempt
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Schedule: | Full Time / M-F / 40 hrs | |
Bank Contact:
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Terri Elsberry, HR Officer
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Phone Number:
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503-668-2521
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Fax Number:
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503-668-7825
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Main Office
Physical Address: |
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38975 Proctor Blvd.
Sandy, OR |
Email Address:
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telsberry@clackamascountybank.com
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***Resumes are only accepted with a completed CCB Application***
CCB Applications are available at our Main Office located at
38975 Proctor Blvd.
Sandy, OR 97055
Or
Request an application by email-
telsberry@clackamascountybank.com
SUMMARY
Independently market investment and insurance products and services.
MANDATORY REQUIREMENT
Background/credit check and finger printing required
ESSENTIAL DUTIES AND RESPONSIBILITIES
Customer Contact Skills
-Greet customer by name
-Make and maintain eye contact with customer
-Smile when communicating with the customer to help set them at ease
-Demonstrate good listening skills
-Successful completion of extensive product presentations and sales
-Crossed trained in administrative duties
Sales/Referrals:
-Sell bank services and refer business to the bank
-Stay current on and support marketing efforts
-Responsible for ensuring that individual calling goals are met
Work Performance
-Meet established attendance standards
-Adhere to operational procedures
-Demonstrate knowledge of product/services when explaining them to a customer
-Take initiative – listen for opportunities to offer products/services
-Demonstrate techniques for establishing priorities
-Accurately enter data
-Take initiative – ask for additional work
-Offer suggestions to improve efficiency
-Answer the phone within 3 rings, identify dept, self and ask how you can be of service
-Adhere to confidentiality policy
-Follow guidelines for dressing appropriately and professionally
-Ability to work independently and complete sales without assistance
Technical Skills
-Adhere to all compliance, regulatory and auditing guidelines
-Enter application information (mutual funds, annuities, brokerage & fee accounts, life/health ins)
-Enter information from the financial planning questionnaire into the data base
-Actively sell investment and insurance products and services
-Be able to use financial planning software programs for entering data
QUALIFICATIONS
EDUCATION and/or EXPERIENCE
One year certificate from college or technical school; or three-six months related experience and/or training; or equivalent combination of education and experience desirable. Have one year financial service experience and currently hold Life and Health Insurance Licenses and Series 6 or 7 Securities License.
INTERNAL EDUCATION
Keep current on learning about bank services and bank products. Successfully complete all assigned reading material and required compliance training. Complete all CE requirements to maintain licenses. Stay current with investment product knowledge.
LANGUAGE SKILLS
Ability to read and comprehend complex instructions, short correspondence, and memos; write correspondence and effectively present information in one-on-one and small group situations to customers, clients, and employees of the organization. Ability to produce marketing materials and explain products to customers.
MATHEMATICAL SKILLS
Ability to balance, calculate data and complete other entries; knowledge of spread sheet basics or experience using accounting software; willing to learn time value of money calculations and be able to sue the financial calculator. Calculate cost basis and explain tax ramifications. Willing to learn time value of money calculations and use financial calculator.
REASONING ABILITY
Ability to follow written and oral instructions; research situations and problem solve; to differentiate between products and recommend best choice.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to sit/talk/listen; frequently required to use hands to finger, handle, or feel; occasionally required to stand/walk/ reach with hands and arms; occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
WORK ENVIRONMENT
The noise level in the work environment is usually moderate.
INTERPERSONAL RELATIONS
As a team member, regularly interacts with co-workers; expected to take the initiative to help see the work is done and to help research or solve problems; expected to adapt to changes in procedures and offer suggestions for improvement.
COMPUTER WEBSITE SKILLS
Must be able to navigate websites and complete online training, testing and applications.
COMPUTER SKILLS
Understand and be able to apply computer skills to communicate effectively within the organization using word processing to format letters or correspondence, set-up and maintain electronic folders and files; and sand/save attachments. Depending on the position, have a basic understanding of accounting software to develop reports and forms such as spreadsheets/tables.
Be able to use email for communication (internal and external) and access outside websites as well as interface with the bank’s network.