SR Financial Advisor

Marquette Bank•Oak Forest, IL

12d•$15 - $16•Hybrid

About The Position

If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities! Come be a part of something bigger at Marquette Bank. Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.

Requirements

College Degree in business or related field required
Minimum (5) years industry experience
Working knowledge of investment products, terms and procedures
Illinois Insurance License
Series 7, 63, 65 or 66 License
Demonstrated and maintain high level of sales success
Must possess excellent interpersonal, listening, telephone, written and communication skills
Must possess a working knowledge of a personal computer, software applications and spreadsheets
Must have exceptional time management skills
Demonstrated ability to handle difficult and sensitive business situations.
Solid analytical, technical, creative and problem-solving abilities
Must remain current in product knowledge, bank promotions and system operations
Ability to organize, coordinate, and direct projects

Responsibilities

Provides clients with advice on financial matters, making recommendations on ways to best utilize their money.
Researches the marketplace and advises clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing sales.
Contacts clients and sets up meetings, either within an office environment or in client’s homes or business premises.
Conducts in-depth reviews of client’s financial circumstances, current provision and future aims.
Analyzes information and prepares plans best suited to individual clients’ requirements.
Completes risk analyses.
Researches the marketplace and provides clients with information on new and existing products and services.
Designs financial strategies.
Assists clients to make informed decisions.
Researches information from various sources, including providers of financial products.
Reviews and responds to clients changing needs and financial circumstances.
Promotes and sells financial products to meet given or negotiated sales targets.
Negotiates with product suppliers for the best possible rates.
Liaises with head office and financial services providers.
Keeps up to date with financial products and legislation.
Contacts clients with news of new financial products or changes to legislation that may affect their savings and investments.
Meets the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
Performs job-related responsibilities that support departmental and organizational goals, consistent with the scope and purpose of the position.
Actively complies with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations; adhering to the Bank’s internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.