What are the responsibilities and job description for the Investment Advisor - York Market position at Orrstown Bank?
Please note that this position is based out of our York, PA market. Client service area may include PA and MD.
Position Summary:
Develop new business; perform administration of various types of investment accounts; prepare and provide periodic management reports.
Qualifications:
Bachelor’s degree with specialized training in sales.
Minimum one (1) year of experience selling Trust or Investment Services.
Possess appropriate securities and insurance licenses; proficient reading, verbal and written communication, sales, computer and interpersonal relations skills; strong working knowledge of financial markets and economic principles; valid driver’s license.
Essential Duties:
Develop new business working with branch staff and back-office personnel to cultivate referrals; perform administration of various types of investment accounts; prepare and provide periodic management reports as requested; administer investment and relationship management for assigned accounts.
Interface with the Bank’s Center of Influence (COI), including members of the Board of Directors, President’s Advisory Councils and community professionals such as attorneys and accountants.
Organize and conduct seminars in accordance with the Orrstown Financial Advisors Marketing Plan; serve on assigned departmental operating committees.
Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel; respond to inquiries relating to the particular area and requests from customers, other Bank personnel, etc., within given time frames and established policy.
Attend regularly scheduled coaching and counseling sessions held by supervisor to achieve the outcome of improved communication, action plan development, positive feedback and performance improvement.
Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace, support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements. Ensure that the department and all personnel adhere to the same; perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.
Regular and predictable attendance; perform other duties as assigned or directed.
