Financial Consultant

Company: Citizens & Northern Bank
Location: Sayre
Posted on: January 25, 2023

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