Work requires the ability to read and write well enough to communicate in both oral and written form. Position requires an in-depth knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions. Work involves extensive product knowledge for the level of selling and cross-selling performance expected with position. Position requires the ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with subordinates, peers, and upper management.
Work requires the ability to multi-task and to be flexible.
Sell investment management and trust services. Cultivate and maintain healthy relationships with both internal and external referral sources. Contact existing bank customer to add such plans or to change plan administrators. Develop and execute a client-calling plan. Supervise plan administration.