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Union Bank & Trust · 1 day ago

College Savings Field Representative IL

Chicago, IL

Full-time

Hybrid

New Grad, Entry Level

$62K/yr - $84K/yr

Union Bank & Trust is seeking a College Savings Field Representative to serve as a subject matter expert for Illinois’ Bright Directions College Savings Program. This role involves traveling across Illinois to communicate program benefits to financial professionals and support growth through marketing strategies.

Financial Services

Culture & Values

Hiring Manager

Anita Schinstock

Responsibilities

Make proactive marketing calls (in-person and phone) to financial advisors and other investment professionals to strengthen the existing Bright Directions relationships

Visit non-producing financial advisors and firms to introduce Bright Directions College Savings Program and to encourage future utilization of the Plan

Plan, schedule appointments, and implement effective weekly travel throughout the state

Act as subject-matter expert on 529 programs, saying up to date with industry developments and trends

Research and implement campaigns and messaging

Attend and promote Bright Directions various local and regional conferences and events

Provide 529 Field Marketing Coordinator with regular updates regarding activity and trends

Assist with functions of the 529 department as needed

Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required

Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies

Regular and reliable attendance is an essential function of this position

Perform other job-related duties or special projects as assigned

Qualification

Financial planningInvestment knowledge529 programs expertiseMicrosoft ExcelMicrosoft WordOrganizational skillsVerbal communicationDetail orientedSelf-starterTeam-oriented mindset

Required

Project a strong professional image with ability to positively promote Bright Directions and service excellence philosophy

Proficient in Microsoft Word, Excel and in working with other financial software

Valid driver's license with good driving record

Regular and reliable attendance is an essential function of this position

Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required

Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies