If licenses are not currently held, they are required within 120 days of the role start date.
Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
This is a licensed position requiring the SIE and Series 6, 63, and 65 licenses, as well as state Life and Health insurance licenses.
Data driven decision making - In-depth.
Excellent understanding of brokerage and insurance products.
Excellent understanding of personal trust and investment management – required.
Technical proficiency gained through education and/or business experience.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
SIE Exam, Series 6, 63, 65, state Life and Health licenses required;
Typically between 4 - 6 years of relevant experience;
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
In-depth knowledge of client portfolio management.
Collaboration & team skills - In-depth.
Verbal & written communication skills - In-depth.