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Lone Star National Bank · 3 weeks ago

Licensed Financial Advisor

Corporate - 1st Floor - McAllen, TX 78504

Full-time

Onsite

Mid Level

Lone Star National Bank is seeking a Licensed Financial Advisor to enhance customer relationships and identify potential business clients. The role involves prospecting both within and outside the financial institution, engaging in sales calls, and maintaining compliance with banking regulations.

BankingCommunitiesFinanceFinancial Services

Growth Opportunities

Responsibilities

Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships

Engages in effective sales calls and related activities that enable access to those customers who may not frequently use the traditional branch system

Prospects outside the financial institution in order to identify and bring in new customer relationships utilizing CRM reports, involvement in civic and community involvement, and related activities

Utilizes effective needs-based relationships building sales strategies and sales performance metrics

Participates in job specific training and other various Bank training programs, as necessary

Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy

Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations

Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Qualification

FINRA Series 6FINRA Series 63LifeHealth Insurance licensesBachelor’s degree in FinanceSales aptitudeCustomer relation skillsTyping 45 wpmWord processing softwareSpreadsheet softwareBilingual in EnglishSpanishOrganizational skillsInterpersonal skillsCommunication skills

Required

A self-starting team player with a four-year Bachelor's degree in Finance or a related discipline from an accredited college or university

FINRA Series 6 or Series 7, FINRA Series 63, and Life and Health Insurance licenses

An equivalent amount of experience and education may be substituted in lieu of the degree requirement

All licensing must be kept current and maintained in good standing

Must be hard working team player with professional attitude, sales aptitude, and ability to work with minimal supervision

Skills should include typing 45 wpm, 10 key calculator, word processing and spreadsheet software, and telephone

Excellent organizational, interpersonal, communication and customer relation skills

Visual and mental concentration are necessary for accurately performing tasks, working at computer for long periods of time, working in a fast paced environment and handling frequent interruptions

Bilingual skills in English and Spanish are required