GENERAL DESCRIPTION OF POSITION

The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time.

2. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time.

3. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time...