Job Details

Financial-Consultant--Military-veterans-preferred

Company name
New York Community Bank.

Location
New York City, NY

Apply for this job






2 hit(s)  

Profile

JOB SUMMARY
\u00a0
A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
\u00a0
ESSENTIAL FUNCTIONS
\u00a0
Delivers professional investment services to customers to help them meet their financial goals. Reviews and recommends suitable investment and insurance options to customers. Identifies clients' investment objectives and uses current information along with prior knowledge and experience to determine the most appropriate investments. Researches investment options and identifies investment strategies and potential investments to solve customers' investment needs. Answers customer questions and concerns. Ensures compliance with policies, procedures and regulations governing products and services. Builds strong relationships with branch staff, supporting and motivating their investment services sales efforts. Must meet or exceed sales/revenue goals. Performs special projects, and additional duties and responsibilities as required. Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.
\u00a0
EDUCATION AND EXPERIENCE
\u00a0
High school diploma or equivalent. Minimum of two years investment sales experience (preferably in a bank environment). Must maintain active licenses and FINRA registrations: Life Insurance License applicable to assigned branch locations, Series 7 and Series 65 or 66 required, or must acquire within the first six months of hire, and Series 63 (if state applicable).
\u00a0
KNOWLEDGE, SKILLS AND ABILITIES
\u00a0
Excellent knowledge of investment/insurance products and financial planning. Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the Bank and/or the broker dealer. Excellent sales and closing skills. Excellent verbal, written and interpersonal communication skills. Excellent presentation skills. Excellent customer service and business focus with a great attention to detail. Effective research and analysis skills. Ability to travel within assigned geographic region. Ability to mentor licensed bank employees. Ability to manage multiple tasks simultaneously and meet established deadlines. Ability to maintain confidentiality.
\u00a0
ABOUT NEW YORK COMMUNITY BANCORP, INC.
\u00a0
New York Community Bancorp, Inc. (NYSE:NYCB) is the 20th largest bank holding company in the nation, a leading producer of multi-family loans in New York City, and a national aggregator of one-to-four family loans. Our Family of Banks consists of two bank subsidiaries, New York Community Bank and New York Commercial Bank. Our banks serve consumers as well as businesses. With over 270 branches in five states New York, New Jersey, Ohio, Florida and Arizona, we are able to provide clients with a wide r...

Company info

New York Community Bank.
Website : http://www.mynycb.com

Company Profile
With assets of $46.7 billion at December 31, 2013, New York Community Bancorp, Inc. is the holding company for New York Community Bank, a New York State-chartered savings bank serving customers throughout Metro New York, New Jersey, Florida, Ohio, and Arizona; and New York Commercial Bank, a New York State-chartered commercial bank serving consumers and businesses in the New York City boroughs of Manhattan, Queens, and Brooklyn, and the counties of Nassau, Suffolk, and Westchester – all in New York.

Similar Jobs:
New Jersey office seeks senior-level securities attorney with 10+ years of private equity experience and a minimum of $500,000 in portable business.
Deputy Director of Lending
location New York City, NY
The Deputy Director(s) of Lending (DDL), reporting to the Director of Lending, will be responsible for managing and overseeing the Center’s NYS Mortgage Assistance Program (NYS-MAP) homeowner loan  program. NYS‐MAP makes loans to ...
Mortgage Closing Specialist
location New York City, NY
Reporting to the Deputy Director of Lending, the Mortgage Closing Specialist is responsible for preparing closing documents in a timely fashion while ensuring the loan is closing within the Program’s strict compliance guidelines. ...
What I liked about the service is that it had such a comprehensive collection of jobs! I was using a number of sites previously and this took up so much time, but in joining EmploymentCrossing, I was able to stop going from site to site and was able to find everything I needed on EmploymentCrossing.
John Elstner - Baltimore, MD
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
EmploymentCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
EmploymentCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2016 EmploymentCrossing - All rights reserved.