Bilingual Financial Advisor - Client Growth & Guidance

Lone Star National Bank; McAllen (TX); Presencial; USD 55.000 - 85.000; Jornada completa

Descripción de la vacante

Lone Star National Bank in McAllen, TX is seeking a full-time Investment Brokerage Specialist who will grow client relationships by partnering with customer contact associates and prospecting new business within and outside the financial institution.

Requirements include a four-year degree in Finance or related field, FINRA Series 6/7 and Series 63, Life and Health licenses, bilingual English-Spanish, and strong sales and communication skills; it emphasizes compliance with federal banking laws

Formación

• Bachelor’s degree in Finance or related discipline from an accredited college or university.
• FINRA Series 6 or Series 7, Series 63, and Life and Health Insurance licenses.
• An equivalent amount of experience and education may be substituted in lieu of the degree requirement
• All licensing must be kept current and maintained in good standing
• Must be hard working team player with professional attitude, sales aptitude, and ability to work with minimal supervision
• Bilingual skills in English and Spanish are required
• Typing 45 wpm, 10 key calculator, word processing and spreadsheet software, and telephone

Responsabilidades

• Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships.
• Engages in effective sales calls and related activities that enable access to those customers who may not frequently use the traditional branch system.
• Prospects outside the financial institution to identify and bring in new customer relationships using CRM reports and community involvement.
• Utilizes effective needs-based relationship building sales strategies and sales performance metrics.
• Participates in job specific training and other Bank training programs, as necessary.
• Makes sure knowledge of risk controls and loss prevention is current, per Bank policy.
• Complies with all federal and state laws and Bank policies, including AML related rules.

Conocimientos

Typing 45 wpm

10-key calculator

Word processing

Spreadsheet software

Telephone

CRM reports

Sales aptitude

Educación

Bachelor’s degree in Finance or related field

Herramientas

CRM software

Descripción del empleo

Lone Star National Bank in McAllen, TX is seeking a full-time Investment Brokerage Specialist who will grow client relationships by partnering with customer contact associates and prospecting new business within and outside the financial institution.

Requirements include a four-year degree in Finance or related field, FINRA Series 6/7 and Series 63, Life and Health licenses, bilingual English-Spanish, and strong sales and communication skills; it emphasizes compliance with federal banking laws