The function of the Financial Consultant is to actively manage the investment and insurance relationships within an assigned branch network of the Bank. The consultant shall work with all bank partners to deliver planning services and the appropriate products to bank customers, prospects, personal clientele and to non bank prospects in a given territory. Maintain proficie

To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary regulations. This includes; 1. Work with the division's more significant and/or complex account relationships 2. Work with account administrators and clients to develop investment policy statements (IPS) 3. Select and monitor both individual investments and

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar