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Job Field: Office Jobs
Location: SHORELINE, WA
Salary: $-
Job Type: Part Time

JOB SUMMARY:

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               <td align="left"><font style="font-size: 100%;">Key Job Responsibilities<BR><BR><BR>Assess customer goals by conducting financial opportunity sessions with new or existing banking clients. Leverage business knowledge to determine prudent and appropriate strategy to meet client's needs by recommending financial solutions for Mass Affluent clients. <BR><BR>Build strategic partnership with Banking Center as a valued team member. Refer business back to appropriate Banking Associate/Personal Banker. Refer clients with an investment need and more than $250K in investable assets to a local Merrill Lynch Wealth Advisory Complex. Refer to other appropriate business channel(s) (i.e. Small Business, HL&I) as needed<BR><BR>Demonstrates strong awareness of enterprise-wide opportunities to serve our customers.<BR><BR>Pro-actively build relationships with potential and existing clients to meet business objectives.<BR><BR>Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction.<BR><BR><BR><BR>This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.<BR><BR> Required Skills <BR><BR><BR>3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services<BR><BR>4 year degree, preferably in business related field, CFP desired<BR><BR>Series 7 & 66 (63 & 65 in lieu of 66) and Insurance licenses required<BR><BR>Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions<BR><BR>Knowledge of banking (credit and deposit) products and services desired<BR><BR>Demonstrated ability to cultivate effective revenue generating partnerships with other Lines of Business<BR><BR>Proven track record of ability to influence: present oneself assertively, convincingly and with confidence to establish credibility and respect with others<BR><BR>Must be able to provide evidence of consultative communication and relationship building skills leading to client fulfillment and delight in previous roles<BR><BR>Must possess sound business ethics; acts in the best interest of the client<BR><BR>Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations<BR><BR>Excellent time management and organizational skills</font></td>
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