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To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and achieves established goals while sta
Posted 29 days ago
include, but are not limited to the following Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client. Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly
Posted 1 month ago
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