Summary from listing
The Financial Advisor manages existing firm clients and develops new business by soliciting qualified prospects, providing in-person and telephone service, administering loan and deposit portfolios, analyzing creditworthiness, negotiating loan terms, approving loans within authority, ensuring regulatory compliance, cross-selling financial products, and managing small investment portfolios. The role requires at least 10 years of banking or financial services experience, a finance or business-related college degree is preferred, strong knowledge of consumer and commercial lending, Microsoft Office, banking regulations, client service, communication, leadership, and analytical skills, and may require NMLS and FINRA licensing or certification.
