Financial Consultant Investments
CENAmarillo, Texas, United States • Texas, United States
Posted December 23, 2024
Full Time
About the Company
Centennial Bank, a subsidiary of BancShares, delivers comprehensive commercial and retail banking services to businesses, investors, individuals, and municipalities across Arkansas, Florida, Alabama, New York, and Texas. The bank focuses on customer-centric solutions, offering a wide array of financial products such as loans, deposits, and investment services tailored to diverse client needs. As a member of the FDIC and an Equal Housing Lender, Centennial Bank emphasizes regulatory compliance and inclusive lending practices, distinguishing itself as a reliable and socially responsible financial partner in the region.
Job Description
The Financial Consultant Investments role is to establish value-added relationships with customers to understand their financial needs and offer solutions. The role involves prospecting, selling, and engaging in customer relationship management activities to increase wallet share and seek cross-referral opportunities.
Requirements
- Prospect within the financial institution and outside to generate referrals and build external referral sources.
- Sell effectively by establishing relationships with customers and offering solutions that meet their needs.
- Engage in customer relationship management activities to increase wallet share and seek cross-referral opportunities.
- Complete required BSA/AML training and other compliance training as assigned.
- Work in a constant state of alertness and in a safe manner.
