Financial Advisor

GenoaBank   Rossford, OH   Full-time     Finance
Posted on January 24, 2024
GenoaBank, founded in 1902, is a locally-owned, independent community bank that provides a broad range of banking services to both business and private customers in counties of Lucas, Ottawa, Sandusky, Wood, Fulton, Erie and the Michigan County of Monroe. Since the time GenoaBank first opened its doors, it has continued to expand and now operates branches in Elmore, Fremont, Maumee, Millbury, Oregon, Perrysburg/Rossford, Port Clinton/Catawba, Sylvania, and Downtown Toledo, Ohio.
 
GenoaBank has always been driven to serve each community’s financial needs and continues to provide the same friendly, personal service it has since day one. 
 
Taking your banking needs personally is our priority. Your financial needs will be met with exceptional service, quick decisions, innovative products and great rates that only local ownership can deliver. GenoaBank offers experience and service that has kept customers coming back for over 120 years!  GenoaBank. Taking your banking needs personally.
 
GenoaFinancial, an affiliate of GenoaBank, offers access to full range of services including brokerage accounts, IRA, 401k, 403b and pension rollover planning, professional money management, individuals stocks and bonds, mutual fund, annuities, college savings plans and insurance planning.

Whether planning your retirement or saving for your children’s college education, GenoaFinancial provides each customer with individually customized financial options tailored to fit their specific goals. Start with a FREE initial consultation to determine your needs and goals and build confidence in your financial future.

Position summary

Responsible for helping to improve the profitability of Genoa Financial.   Will be required to generate new prospects to open up new markets that will boost income for the bank and develop new business avenues. Will need to have a good grasp on industry trends and be able to collect and compare information on target markets in order to develop new business.  Must spend time reaching out to prospective clients and building a strong customer base.

Essential Duties & Responsibilities

Business Development:

·         Establish and maintain relationships with customers. 

·         Develop referrals from current customers and exploit cross-selling opportunities. 

·         Responsible for calling on customers and non-current customers to attract new business relationships and secure future potential business.

Customer Service:

·         Maintain current relationships by attending to customer needs and seeking new opportunities within each relationship.

·         Answer questions and resolves customer issues.

Other Functions:

1.    Responsible for forecasting and setting quotas and goals.

2.  Maintain general knowledge of all financial products and services.

3.  Maintain compliance with all banking laws, accounts, regulations, and bank policies and procedures.

 4.  Any other duties and/or projects as assigned by Management.

REQUIREMENTS & QUALIFICATIONS:

·         Education:  Associates degree in business, finance, or related field.

·         Experience: 1-3 years minimum financial planning and banking experience preferred; previous sales experience required.

·         Specific Skills:  Above average communication skills and proven sales ability.

·         Specialized Knowledge, Licenses, etc.: Duly licensed broker and sales representative; qualified to sell securities, investments, and the Bank Products in the State of Ohio and the State of Michigan.

·          Supervisory Responsibility, if any:  None

·         Working Conditions:  Flexible hours necessary depending on appointments and meetings with customers; may require travel or non-traditional hours to meet with customers.