Licensed Financial Advisor

Lone Star National Bank • McAllen, TX

12d • Onsite

About The Position

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 in order to identify and bring in new customer relationships utilizing CRM reports, involvement in civic and community involvement, and related activities. Utilizes effective needs-based relationships building sales strategies and sales performance metrics. Participates in job specific training and other various Bank training programs, as necessary. Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy. Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations. Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML.

Requirements

• A self-starting team player with a four-year Bachelor’s degree in Finance or a related discipline from an accredited college or university
• FINRA Series 6 or Series 7, FINRA Series 63, and Life and Health Insurance licenses
• 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
• Skills should include typing 45 wpm, 10 key calculator, word processing and spreadsheet software, and telephone
• Excellent organizational, interpersonal, communication and customer relation skills
• Visual and mental concentration are necessary for accurately performing tasks, working at computer for long periods of time, working in a fast paced environment and handling frequent interruptions
• Bilingual skills in English and Spanish are required

Nice To Haves

• An equivalent amount of experience and education may be substituted in lieu of the degree requirement

Responsibilities

• 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 in order to identify and bring in new customer relationships utilizing CRM reports, involvement in civic and community involvement, and related activities
• Utilizes effective needs-based relationships building sales strategies and sales performance metrics
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Benefits

• All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function.
• Encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level