Thursday, July 29, 2010

Investment Sales Officer-Midwest Territory

Basic Function:

To analyze and service investment portfolios for client banks and/or their customers.

Major Duties / Responsibilities:

  • Maintain and pursue an active client base for the production efforts of the department.
  • Maintain personal and phone contacts with Bank CEO’s/CFO’s and other designate investment personnel to assist in the purchase and sale of fixed income securities.
  • Provides pertinent investment information and strategy.
  • Maintain familiarity with intricate investment products and their markets.
  • Cross sale/market other TIB products and services outside the investment department.
  • Promote upcoming TIB workshops, seminars and board presentation sponsored by TIB Securities and other TIB departments
  • Perform other duties as associated with the Investment Sales Officer I Function, as  assigned by management.

Requirements / Desired Qualifications:

  •  Regular and punctual attendance is required
  •   Individual should possess good interpersonal skills.
  •  Individual should be able to work within a team environment.
  • Ability to communicate effectively
  • College degree (prefer Business Degree with a focus in finance or marketing) and / or 4 yrs. experience in sales for financial industry (i.e. Invest. Bank, Brokerage Firm)
  • Required Securities Licenses (7 or 52, 72, 63)
  • Active account base beneficial
  • Prior bank experience

Software:

  • MS Access
  • MS PowerPoint
  • MS Word
  • MS Excel
  • Goldmine
  • Bloomberg
  • Bond Edge

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