Financial Consultant

Essential Duties & Responsibilities

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Initiate contacts for developing new business on a daily basis.
• Develop potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business.
• Represent CitizensTrust (CT) business for Investment Services products and services provided through our affiliated broker-dealer.
• Work jointly with Bank RMs to meet with prospects, discuss and determine financial / investment needs, and define prospective financial solutions as appropriate.
• Closely manage the Financial Consultant’s book of business, clients and related servicing.
• Follow up with new and ongoing clients to assure account successful on-boarding and retention.
• Cultivate and maintain relationships with numerous referral sources including attorneys, accountants, money managers, company officials, third party administrators, etc.
• Maintain a continuing relationship with Center associates to assist them in identifying prospects.
• Schedule and participate in weekly Center sales meetings to increase associate product and service knowledge that will generate new business.
• Report to the Division Manager on the status of new business accounts in process on a weekly basis.
• Input all customer and prospect calls in the Trust and Asset Management Group's database on a daily basis.
• On a monthly basis, prepare and submit the following reports: Top 50 Prospect Listing, Monthly Sales Log, and Sales and Marketing Review.
• Participate in community activities to develop contacts and prospect, and to enhance the position of the Trust & Asset Management Group and Citizens Business Bank.
• The ability to travel to various locations as assigned.
• Other duties as assigned.

Qualifications

• Bachelor's degree (B. A.) from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• To perform this job successfully, an individual should have a working knowledge of Word, Power Point, Excel and Act software.