Job description
US-PA-Coudersport
Job ID: 2023-2040
Type: Full-Time
# of Openings: 1
Category: CNFS
Coudersport
Overview
At C&N, we have a mission to take care of our customers to be the only bank they need. The Senior Financial Consultant is responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. This position will also assume responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.
Responsibilities
1. Identifies and develops financial services prospects and contacts.
2. Promotes financial services and products.
3. Develops relationship with branch offices.
4. Provides investment management and basic retirement services.
5. Manages and nurtures client relationships.
6. Reviews administrative and investment matters.
7. Keeps informed of financial services related developments and complies with policies, procedures, and laws.
8. Training and Education – Completes all assigned training as established in a timely manner, including compliance, certification & licensure, and other developmental requirements.
9. Customer Service – Exemplifies C&N Customer Service Standards.
PM18
Qualifications
Education: Bachelor’s Degree
and
Experience: 4-6 years of previous related experience and/or training.
OR: Equivalent combination of education and experience.
Certifications required within 6 months of employment: Series 63, 65 (or equivalent), and Series 7
Certifications required within 1 year of employment: PA Life and Health insurance license.
PI210116076
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