What are the responsibilities and job description for the Investment Services Associate position at Community Resource Bank?
Investment Services Associate
Community Resource Bank is a pillar in the local community, providing banking, lending and investment services. With decades of trusted experience, our team is committed to the financial needs of the families and businesses in the communities we serve.
A few brand truths we stand behind: relationships are the currency of power, we care about honesty, follow-through and personal connection, we treat people as more than a number and we take responsibility in educating our clients in better financial literacy.
Primary Functions:
This position is located at our Northfield, MN location and provides an opportunity to work alongside and learn from the Cetera Investment Services Manager who has 30 years of experience in the industry. CRB partners with Cetera Investment Services LLC to manage its investment business. The primary responsibilities will be to support the Cetera Investment Services Manager and the bank’s Investment Department by selling, establishing, and servicing a portfolio of investment and insurance products. This will include, but not limited to, fixed and variable annuities, mutual funds, individual stocks & bonds, retirement plans, fee-based account, life insurance, disability insurance, and long-term care insurance as permitted by licensing. This position will also support the overall sales environment within the branch and may have sales volume and cross-selling goals established. Will set up appointments with existing and prospective clients, develop client presentations, process transactions, and office administration. Applicant will need to have FINRA Series 6 and 65.
Position Requirements:
High School Graduate Required; College Degree Preferred
2 – 10 Years Experience in a Related Position Preferred
Sales Experience Helpful
FINRA Series 6, 65 Registrations Required
Strong Computer Skills
Strong Analytical Skills
Excellent Interpersonal Skills
Strong Organizational Skills
Detail-Oriented & Accurate
High Level of Confidentiality Required
Competitive compensation and benefits package offered to include: starting salary range of $50,000 - $55,000 plus commission (starting salary will take in to consideration experience, education, performance, and market rates), health insurance, dental insurance, life insurance, disability insurance, 401(k) and paid-time-off. Please send your résumé and salary requirements to hr@crb.bank or Human Resources, Community Resource Bank, 1605 Heritage Drive, Northfield, MN 55057. No phone calls please. Application deadline: open until filled. EEO/AA: Women, Minorities, the Disabled and Veterans are encouraged to apply.
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Commission pay
Experience:
- Financial concepts: 2 years (Preferred)
Ability to Commute:
- Northfield, MN 55057 (Preferred)
Ability to Relocate:
- Northfield, MN 55057: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $55,000
