College Savings Field Representative IL

Union Bank & Trust Career•Chicago, IL

7d•Remote

About The Position

As a member of the Union Bank 529 College Savings Group, the College Savings Field Representative communicates the features and benefits of Illinois Bright Start and Bright Directions College Savings Programs to current and prospective clients, community groups, employers, organizations, and financial professionals. The role includes coordinating and conducting grassroots calling activities across Illinois. The representative lives in Illinois and travels extensively throughout the state, typically meeting financial professionals and attending outreach events in person. The position is eligible for remote work from home under the bank’s work-from-home guidelines. The representative plans and conducts outreach trips, builds relationships with financial professionals and community organizations, identifies and converts financial advisors into producing advisors, and promotes the college savings programs at conferences and events. When working in the office, the representative also assists the 529 Call Center with customer-service calls and advisor servicing. The role requires following applicable bank policies, laws, regulations, compliance processes, and controls.

Requirements

Project a strong professional image and positively promote UBT’s 529 programs and service-excellence philosophy.
Proficiency in Microsoft Word, Excel, and other financial software.
Ability to travel extensively throughout Illinois.

Nice To Haves

Bachelor’s degree.
Mutual fund, investment, finance, tax, and/or financial-planning experience.
High motivation.
Strong organizational and time-management skills.
Attention to detail, self-direction, and high energy.
Excellent verbal communication skills.
Ability to work independently while maintaining a team-oriented mindset.
Passion for client and prospect interaction.

Responsibilities

Plan and schedule appointments and implement effective trips throughout Illinois.
Implement calling campaigns and initiatives in person and by phone.
Research new grassroots opportunities to pursue within Illinois.
Call on existing relationships with financial professionals, employers, hospitals, libraries, schools, and other organizations.
Visit brokers, investment advisors, and other professionals with current business to strengthen their relationships with the Illinois Bright Start and Bright Directions College Savings Plan Programs.
Identify, contact, and convert financial advisors into producing financial advisors.
Attend and promote the Illinois Bright Start and Bright Directions College Savings Plan Programs at local and regional conferences and events.
Operate a motor vehicle and travel throughout Illinois for in-person meetings, presentations, conferences, and outreach activities.
Provide the Vice President with regular updates on activity.
Assist the 529 Call Center with inbound customer-service calls and servicing, and make outbound calls to service advisors during weeks spent in the office.
Understand and adhere to bank policies, laws, and regulations applicable to the role.
Complete compliance training and follow required internal processes and controls.
Report compliance issues and violations of laws or regulations according to bank policies.
Maintain regular and reliable attendance.