What are the responsibilities and job description for the Financial Services Specialist position at Country Club Bank?
Job Overview
This role is responsible for developing investment relationships with current and prospective clients, focusing on the sale of fixed income products. The successful candidate will maintain a portfolio of contacts, make regular visits to customers, and develop strategies to enhance relationships and increase bond sales.
Key Responsibilities
- Maintain a portfolio of contacts with prospective institutional, individual, or corporate clients to develop investment relationships.
- Conduct on-site visits to current and prospective customers in various assigned states and territories.
- Develop investment strategies and materials to enhance relationships and increase bond sales.
- Promote bonds and investment services within the scope of products offered by the taxable and tax-free trading desk.
- Represent the interests of Country Club Bank at state and national banking association functions.
- Ensure regular attendance and consistent availability to meet staffing needs in the department and organization.
- Travel is required to support and work with clients in person through meetings, presentations, and Board discussions.
