Investment Sales Officer

COUNTRY CLUB BANK   Oklahoma City, OK   Full-time     Finance
Posted on August 25, 2023
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Investment Sales Officer

(Institutional Fixed Incomes Sales)

Edmond, OK 73003, USA

Job Category: Capital Markets/Asset Management Group
Requisition Number: INVES002516

Job Details


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



Preferred: Bachelors or better in Business Administration or related field.


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)