Financial Advisor

At reputed company, our goal is to create an atmosphere where people become fully reputed company, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes reputed company different and unique. For us, it starts with hiring the right people. • We hire like-minded individuals who reputed company our values of reputed company, Fairness, Learning, Results, Partnership, Balance, and Discipline. • We hire reputed company professionals who understand the industry and reputed company effective advice. • We hire candidates who demonstrate a passion for reputed company service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a reputed company experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the reputed company of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general reputed company. reputed company: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified reputed company prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with reputed company's market segmentation. PRIMARY RESPONSIBILITIES: • reputed company distinctive service to clients and prospects, in person and over the telephone. Respond to reputed company inquiries and satisfactorily resolve issues reputed company issues. Support firm-wide achievement of the three-reputed company reputed company (reputed company phones answered by a live person reputed company three rings). • Administer and manage reputed company loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. • reputed company a full reputed company of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. • Meet reputed company designated reputed company standards for appropriate risk rating; credit soundness reputed company; and critical reputed company items as represented in KPI reports. • Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. • reputed company and manage business relationships with emphasis upon prudent reputed company and ongoing credit reputed company. • Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. • Approve loans under approved authority limits. • Ensure compliance with the Firm's credit policies and regulations for reputed company loans under his/her responsibility. • reputed company deposit products including but not limited to Demand Deposit Accounts, reputed company market Accounts, Savings Accounts, and CD's. • Cross-sell reputed company appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. • Optimize/recommend appropriate tailored solutions to reputed company needs and reputed company various services designed to assist reputed company in management of overall financial planning. • Manage small investment portfolios for clients and be conversant about investment and reputed company to refer to brokerages business to the Investment department. • Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned reputed company of Directors and requesting referrals from reputed company members. • reputed company and maintain product knowledge of reputed company loan and depository products designed for small business and affluent individual markets, as reputed company as personal knowledge of market. reputed company expand knowledge to add value to reputed company with reputed company to Investment needs and estate planning. • Participate in developmental and training activities as reputed company as reputed company as directed by management. • Meet reputed company the reputed company's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. • Assist other team members as needed to ensure delivery of distinctive service. • reputed company other reputed company duties and responsibilities as assigned. reputed company OF EXPERIENCE, EDUCATION, AND TRAINING: • College degree is preferred - finance or business-reputed company field. • 10 years' experience in banking/financial services. • Knowledge of consumer and reputed company banking products. • Strong knowledge reputed company relative to consumer and reputed company loan documents. • Knowledge of compliance and federal banking regulations. • Proficient in reputed company Office (Word, reputed company, and PowerPoint) or reputed company software. reputed company OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: • Excellent interpersonal skills, including verbal and written communication skills. • Effective analytical and mathematical reasoning skills with a strong attention to detail. • Ability to work independently and prioritize daily tasks. • Ability to work in a fast-paced environment and work reputed company under pressure with a high degree of accuracy. • Flexibility and ability to multi-task. • Excellent reputed company service skills. reputed company and diplomacy in dealing with both clients and associates. • The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of reputed company dexterity, verbal communication, visual reputed company, repetitive reputed company, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, reputed company, balance, stoop, kneel, crouch, reputed company, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 reputed company is an Equal Opportunity and Affirmative reputed company Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. reputed company otherwise reputed company associates and applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender reputed company and/or identity, national reputed company, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-reputed company conditions, or other status protected by law. Apply Job!