Financial Consultant I

M&T Bank
Seaford, DE
Sep 11, 2017
Sep 19, 2017
Full Time
FUNCTION: Provide needs-based financial solutions to existing and perspective clients for a subset (small component) of a defined sales team structure. POSITION RESPONSIBILITIES: Actively propose needs-based financial solutions to new Bank clients as well as servicing current relationships through ongoing account reviews and re-evaluation of client needs. Analyze customer situation, determining best advice and product approach for customer contact situations. Maintain, on a weekly basis, activity log to substantiate advisory and referral activity; follows up on the activity levels of all products. Market, service, and promote the bank's financial products. Coordinate promotions, communications and training of investment products with assigned branches. Follow up on sales calls to maintain continued relationships. Consult with experienced Senior Financial Consultant as necessary. Coordinate promotions, communications and training of investment products with assigned branches. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. NATURE AND SCOPE: The incumbent works under the guidance and leadership of an experienced Financial Consultant. The incumbent must be knowledgeable in all facets of securities and insurance in a bank branch environment. MANAGERIAL/SUPERVISORY RESPONSIBILITY: None. MINIMUM QUALIFICATIONS REQUIRED: One to two years previous sales/sales administration experience. Hold all of the following licenses (within 12 months of employment): - NASD Series 6 -or- Series 7 - NASD Series 63, Series 65 as appropriate - Relevant State Life/Variable Insurance Good PC skills including Microsoft Access, Excel, Word, GroupWise, ezLeads Software Program, Pandia, NetEx Pro, COMPASS. IDEAL QUALIFICATIONS PREFERRED: Excellent knowledge of Bank products. Excellent verbal and written communications skills. Strong presentation and sales skills and with the ability to phrase technical jargon to simple explanations. Self-motivated, well-organized individual. Ability to work under pressure and adapt to a changing environment. Knowledge of bank products and services. ABOUT M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. #Lilp1Job Posting: Jan 10, 2017, 4:06:04 PM Unposting Date: Ongoing