Senior Investment Executive
Location
Vancouver, WA | United States
Job description
You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve.
SUMMARY Generate new fee income, and maintain existing fee income, for Investment Management and Trust Services by establishing and managing brokerage relationships with clients referred by internal and external sources. Actively participate in. the overall sales effort for Investment Management and Trust services in the designated market area.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. - Directly seek prospects and actively sell investment brokerage services in the assigned market area.
- Coordinate sales activities with other areas of the Bank, involving Investment Management and Trust Services staff in team selling.
- Maintain effective contacts with other departments and divisions within the Bank, and cross-sell bank services to prospective Investment Management and Trust Service customers as necessary to establish strong customer loyalty.
- Follows all Riverview policies and procedures.
RELATIONSHIPS - Regular contact with CEO to determine and implement marketing strategies.
- Frequent interaction with branch/department managers and staff in coordinating marketing activities.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE Bachelor's degree (B. A.) from four-year college or university and four years related experience and/or training; or equivalent combination of education and experience. Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) designation, or equivalent desired. Must hold Series 6 or 7, and series 63 licenses. Investment and/or insurance experience preferred.
LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
OTHER SKILLS AND ABILITIES The position requires the basic skills associated with the general use of computers and other business office equipment. The ability to offer flexibility in a changing work environment is imperative.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock in working with computers and office equipment. The noise level in the work environment is usually quiet.
COMMENTS In supporting the accomplishment of company and departmental goals, it is the employee's responsibility to do all that is necessary to provide quality service to customers and fellow employees while furthering the positive image and interests of Riverview Bank. It is also the employee's responsibility to continually strive to maximize personal growth.
The salary for this role will be between $72,615 and $106,019. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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