Financial Consultant

Citizens Business Bank • Ontario, CA

12d • $62,783 - $87,896

About The Position

Summary:  Financial Consultant will develop new current fee business for CitizensTrust 
Investment Services.

Requirements

• Bachelor's degree (B. A.) from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience.
• Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to write speeches and articles using original or innovative techniques or style. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• To perform this job successfully, an individual should have a working knowledge of Word, Power Point, Excel and Act software.
• Productive Selling and established sales experience.
• Current driver's license. Current licenses for series 7, 63, 65 and California Life, Health and Disability Insurance.
• Must be able to drive 20% to 100% of the time.

Responsibilities

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Initiate contacts for developing new business on a daily basis. These include developing potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business.
• Cultivate and maintain relationships with numerous referral sources including attorneys, accountants, money managers, company officials, third party administrators, etc.
• Maintain a continuing relationship with Center associates to assist them in identifying prospects.
• Schedule and participate in weekly Center sales meetings to increase associate product and service knowledge that will generate new business.
• Report to the Division Manager on the status of new business accounts in process on a weekly basis.
• Input all customer and prospect calls in the Trust and Asset Management Group's database on a daily basis.
• On a monthly basis, prepare and submit the following reports: Top 50 Prospect Listing, Monthly Sales Log, and Sales and Marketing Review.
• Participate in community activities to develop contacts and prospect, and to enhance the position of the Trust & Asset Management Group and Citizens Business Bank.
• The ability to travel to various locations as assigned.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees