Job Category:Capital Markets/Asset Management Group
Requisition Number:INVES002516
Job Details
Description
Job Function: This position is responsible for contacting current and prospective investment clients with the objective of creating new relationships for investment business in the states of Oklahoma, Texas and Arkansas. 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
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 is required
MSRB 52 or Series 7 is required
5 years of experience in financial services industry with experience in investments required
High level of presentation skills with proficiency in Microsoft Excel and PowerPoint required
Superior written and verbal communication skills
Exhibit and maintain high degree of professionalism
Maintain high degree of confidentiality and integrity
Ability to communicate effectively and professionally at all levels of the organization
Excellent follow through and time management skills
Excellent attention to detail
Strong PC, web, database/Excel
MUST exhibit good business acumen
MUST possess a “can do” customer-service attitude/philosophy
Job Location: Edmond, Oklahoma
Qualifications
Education
Preferred: Bachelors or better in Business Administration or related field.
Experience
Preferred: 5 years:Undergraduate degree in business, finance, or related field is required MSRB 52 or Series 7 is required 5 years of experience in financial services industry with experience in investments required
Benefits include:
PTO (paid time off) program
CCB’s paid time off program provides all full and part-time associates the flexibility of using their paid time off for personal time, personal illness, time off to care for dependents or however else they choose
VTO (Volunteer time off) to support our community
Paid parental leave for both parents after the birth or adoption of a child
Health benefits for you and your dependents
Health insurance options for you and your dependents
Teladoc — talk to a doctor by phone 24/7!
Dental insurance
Vision insurance
Health savings account contributions
Wellness program
Retirement benefits
401k plan and matching contributions
Life insurance
Group life insurance
Voluntary life insurance
Additional benefits
Education assistance program
Employee assistance program and resources to support the whole person
CCB-sponsored sports
Fitness center
Annual biometric screenings
Flu shots
Short and long-term disability
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
