You haven't searched anything yet.
Hours: Mon-Fri 8am-5pm
Role: The Program Manager is responsible for the initial start-up and on-going management of “BANK” Investment Services Program. The position has the primary responsibility for establishing and achieving the sales, revenue and expense goals of the Program and includes accountability for development and management of the sales/marketing programs, financial metrics and customer satisfaction measures. Responsible for compliance with applicable State and Federal securities and insurance laws and regulations. Responsible for the supervision of the Investment Advisors, and sales assistants. Serves as the liaison between the Bank’s third party broker-dealer partnership and Bank.
Essential Functions & Responsibilities:
Sales Management/Measurement:
Risk and Regulatory Compliance:
Customer Service & Communication:
Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Requirements:Experience:
Education:
Skills & Abilities:
Continuing professional education is required and development of advanced credentials and/or license/training is expected.
Excellent verbal, listening and communication skills.
Superior presentation skills.
Strong attention to detail.
Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and strong organizational skills.
Strong interpersonal skills and ability to work with a wide range and diverse of Bank personnel and customers.
PC skills and ability to use appropriate software and learn new programs as necessary, to include work processing, spreadsheets, and presentation/graphics software.
Ability to work independently, set priorities and handle multiple tasks.
Must exercise good judgement, accept responsibility and handle confidential information.
Strong desire and ability to work with employees and customers in a cooperative, professional, and friendly manner.
Able to work as a part of a team and with people of diverse backgrounds.
Ability to accept and facilitate change and assume additional duties/projects as required.
Travel between bank branches required. Must possess a valid driver’s license, vehicle, and liability insurance.
Competencies:
Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required.
Travel:
Travel is primarily local during the business day, although some local evening and weekend travel may be expected.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.
Other:
Applicants must pass a drug screen and background checks
Internal applicants must meet the minimum requirements of their current job and submit a cover letter and resume via the employee portal
CoreFirst Employment Practices:
CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Full Time
Banking
$58k-74k (estimate)
03/22/2023
01/08/2024