Job title: Investment counselor
Employer: BB&T in Lawrenceville
Job description:
- Develop and maintain a profitable level of securities sales that meet recognized needs of properly qualified customers and the bank's need for income
- Enlarge upon the sales opportunities being created by the branch system, and increase historical results through full time concentration upon the sales effort
- Determine specific customer needs and see that appropriate market transactions are executed on a timely basis
- Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies
- Keep current on all products offered through the Investment Sales Department
- Conduct investment product educational seminars for bank personnel and as necessary for customers and potential customers
Qualifications: Four-year college degree or equivalent education and related training and one to three years of securities sales experience
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