Generates new business by
meeting and/or contacting new and existing customers. This is a commission position.
ESSENTIAL DUTIES AND
RESPONSIBILITIES include the
following. Other duties may be assigned.
Meets established goals for sales activity/contacts
daily for non deposit investments..
Responds to customer inquiries; explains new and
existing products and services and resolves customer complaints.
Meets established goals for Company operations and
service.
Pursues extended sales goals, utilizing telephone,
referrals and mail.
Establishes relationships with customers, local
businesses and community organizations to enhance the overall marketing efforts
of the retail sales office by representing the Company at civic, social and
community functions.
Enhances knowledge of all new Bank products and
services through education and training on a continuous basis.
Maintains communications with customers to determine
the satisfaction level with newly opened accounts/services.
QUALIFICATIONS
To perform this job
successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the
knowledge, skill, and/or ability required. Reasonable accommodations may be
made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND
ABILITIES
Excellent human relations
skills with ability to perform and/or coordinate multifaceted projects in
conjunction with day to day activities.
EDUCATION and/or
EXPERIENCE
A 4-year college degree in
related area and minimum three-years related investment products
servicing/sales. Must have excellent
verbal and written communication skills.
Must have thorough knowledge of Word and Excel.
CERTIFICATES, LICENSES,
REGISTRATIONS
NASD series 7 and 63
licenses. Ohio Department of Insurance
licenses; Life, Accident and health, Variable Life and Variable Annuity.
EEO/AA/Minorities/Females/Disabled/Veterans