Investment Sales Officer I

Bonus Type

Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.  We have an exciting opportunity awaiting someone like you!  

Job Description

The Investment Sales Officer I  is primarily responsible for providing support back up execution of the customer investment securities transactions; provides customer services for non-trade execution related banking functions, utilizing appropriate system applications in the tracking of customer contacts with other areas of the bank to ensure that calls are recorded in the system; assumes responsibility for marketing and distributing investment securities in order to ensure profitability and satisfy customer needs; provides advice to customers on securities purchases by informing them of current market trends and recommending appropriate investment strategies; develops and maintains customer relations with existing and prospective investors; keeps informed of security market trends, compliance, and regulatory issues as well as customer needs.

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

How You'll Spend Your Time

• You will develop customer relationships and work together to ensure appropriate investment strategies
• You will work to learn and understand products and prepare customer presentations of your data and research 
• You will work with Investment/Sales Officers to establish customer security 
• You will attend sales meetings and continued education 

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 1-2 years experience in fixed income securities sales or 7-8 years equivalent work experience; MSRB Series 52 or NASD Series 7 licensing and series 63 license required.

• Working knowledge of primary investment markets, products, and services and the ability to determine specific customer needs, implement strategies, and offer products to meet those needs
• Working knowledge of bank commercial products and services
• Basic knowledge of income tax and estate tax matters
• Basic knowledge of taxable and tax-free bond sales
• Excellent PC skills including word processing and spreadsheet applications
• Excellent customer relations and sales skills
• Excellent interpersonal, verbal, and written communication skills

Working Conditions & Physical Requirements