Investment Sales Officer- Edmond, OK

Company: Country Club Bank (CCB) Financial
Location: Edmond
Posted on: May 3, 2021

Job Description:

Job Category : Capital Markets/Asset Management Group

Job Function: This position is responsible for contacting current and prospective Institutional investment clients with the objective of maintaining or creating new relationships for Fixed Income investment business. 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, or 5 plus years equivalent experience is required MSRB 52 or Series 7 required 5 years of experience in financial services industry with experience in investments preferred Ability to travel locally or out of state up to 30%, regular travel locally and out of state via automobile and other means is required Valid Drivers License High level of presentation skills with proficiency in Microsoft Excel, Word, PowerPoint and Bloomberg 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
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 contractors legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Country Club Bank (CCB) Financial, Edmond , Investment Sales Officer- Edmond, OK, Other , Edmond, Oklahoma