Financial Consultant
Company: Citizens & Northern Bank
Location: Sayre
Posted on: January 25, 2023
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Job Description:
Financial ConsultantUS-PA-SayreJob ID: 2022-1957Type: Full-Time#
of Openings: 1Category: CNFSSayreOverviewAt C&N, we have a
mission to take care of our customers to be the only bank they
need. The Financial Consultant is responsible for the development
of new business of regional Trust, Brokerage and Insurance
activities and promotes financial services. This position will
assume responsibility for ensuring the optimum efficiency and
effectiveness of account and investment administration when
applicable. Responsibilities1. Identifies, develops, manages, and
nurtures relationships with clients, financial services prospects,
branch offices, and centers of influence to promote financial
services and products. 2. Reviews administrative and investment
matters. 3. Training and Education - Completes all assigned
training as established in a timely manner, including compliance,
certification & licensure, and other developmental requirements. 4.
Customer Service - Exemplifies C&N Customer Service Standards.
PM18QualificationsEducation: Bachelor's DegreeandExperience: 1-2
years of previous related experience and/or training OR: Equivalent
combination of education and experience. Certifications required
within 6 months of employment: Series 63 and Series 7
Certifications required within 1 year of employment: Series 65 (or
equivalent) and PA Life and Health insurance license
PI202037930
Keywords: Citizens & Northern Bank, Scranton , Financial Consultant, Accounting, Auditing , Sayre, Pennsylvania
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