2 Jobs in Mount Vernon, VA
United Bank is Hiring a Financial Advisor Near Mount Vernon, VA
RESPONSIBILITIES:
- Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
- Meet with referred customers in bank setting or customers’ homes or offices as requested
- Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer’s needs and financial circumstances
- Provide guidance to customers regarding the advantages and disadvantages of different financial products
- Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
- Responsible for marketing, servicing and promoting the Bank’s financial products in order to obtain new business
- Identify and refer specific qualified clients to affiliated Wealth Management Group
- Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
- Perform on-going self-education to remain product/solution fluent and maintain licensing capability.
- Prepare reports and present as appropriate
- Series 7, Series 66, Life and Health licenses required
- Proficiency in Microsoft Office products
- Prior Sales experience in a bank environment is preferred
- Excellent verbal and written communication skills
- Ability to travel daily to generate business and/or meet with clients within given territory is required
- High School diploma or equivalent required
- College degree and advanced designations preferred
- Sales and results driven
- Relationship building
- Account Management
- Integrity
- Ethical
- Sitting or standing for extended periods of time
- Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
- Ability to converse and exchange information with customers and all levels of staff within organization.
- Ability to observe, perceive, identify, and translate data
- Ability to travel via train, bus, automobile, or airplane
Company ProfileA At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. We are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.
Job Summary
Full Time
Banking
$67k-97k (estimate)
06/08/2024
07/06/2024
unitedbank4u.com
BYRON CENTER, MI
100 - 200
1887
JENNIFER FERGUSON
$10M - $50M
Banking
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About United Bank
United is our name and mission. Weve been partnering with this community for more than a century to match needs with real solutions. Our banking products and services help build businesses, launch ideas, raise families and fulfill dreams. We genuinely believe in community banking, and think a local, independent bank should last. So we build relationships, customize banking, and get creative to offer flexibility, responsiveness and true service to customers and community. Weve been United for generations, always working to be your innovative partner in business and life, and doing whatever it t ...
akes to provide you with real solutions. Member FDIC | Equal Housing Lender Mission To empower people by providing real solutions in business and life. Values Be united, nimble, innovative, trustworthy, excellent, and dedicated.
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The job skills required for Financial Advisor include Customer Service, Written Communication, Brokerage, Microsoft Office, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.
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