Country Club Bank Leawood , KS 66211
Posted 3 weeks ago
Investment Sales Officer (Institutional Fixed Incomes Sales)
Job Function: This position is responsible for contacting current and prospective investment clients with the objective of creating new relationships for investment business. While the focus of this position is directly tied to the sale of fixed income products, the individual should be comfortable discussing all products and services offered by CCB Capital Markets Group.
Essential Duties and Responsibilities:
Maintain a portfolio of contacts with prospective institutional, individual, or corporate clients in order to develop investment relationships
Make on site visits to current and prospective customers in various assigned states and territories
Develop investment strategies and materials to enhance relationships and increase bond sales
Offer bonds and investment services within the scope of products offered by the taxable and tax free trading desk
Attend state and national banking association functions for the purpose of representing the interest of the Capital Markets Group
Attends work regularly and consistently to ensure appropriate staffing needs are met in the department and the organization, and needs are met in a timely fashion
Travel is required in this role as a candidate is expected to support and work with clients in person through meetings, presentations and Board discussions.
Other tasks as assigned from time to time by supervisor or other member of management
Job Qualifications/ Required Skills and Abilities:
Undergraduate degree in business, finance, or related field, or 5 plus years equivalent experience is required
MSRB 52 or Series 7 required
5 years of experience in financial services industry with experience in investments preferred
Ability to travel locally or out of state up to 30%, regular travel locally and out of state via automobile and other means is required
Valid Drivers License
High level of presentation skills with proficiency in Microsoft Excel, Word, PowerPoint and Bloomberg required
Superior communications skills, with the ability to communicate effectively and professionally at all levels of the organization
Exhibits a high degree of professionalism
Maintain high degree of confidentiality and integrity
Excellent follow through and time management skills
Strong attention to details
Excellent organizational skills
Must exhibit good business acumen
Ability to multi-task and problems solve
Proficient in Microsoft Office applications (i.e. Word, Excel, Outlook
Must possess a can-do customer-service attitude/philosophy
Country Club Bank