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Job Description:
Office Location: Abilene, Texas, United States
SCOPE/CONTACTS:Development of new relationships and retention/deepening of current relationships. Development of clients is driven primarily through networking with existing clients, partnership with bank officers, centers of influence (including but not limited to attorneys, accountants and business professionals), and community engagement. Business is focused on long-term relationships providing financial advisory services across multiple business lines.
ESSENTIAL FUNCTIONS:- Developing new relationships, managing existing book of clients, and being active within the organization and in the community.
- Develop network of referral sources and build brand identity within the community
- Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.
MINIMUM QUALIFICATIONS:- Bachelor's degree in accounting or finance degree is required.
- At least four years of investment management, registered investment advisor, trust management or law experience is preferred.
- Salesmanship, knowledge, confidence, human relation skills and communication techniques are requisite.
- Position demands accuracy, attention to detail, self-motivation, dedication, and imagination.
- Professional demeanor and excellent communication skills are essential to this position.
The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.
