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Regional Investment Sales Coordinator
Huntington Bancshares
Jackson, MI, United States
Job Details - this job has expired, please see similar jobs below
Description
Regional Investment Sales Coordinator.3194
The individual in this role provides sales support and direct field training to assigned team of licensed bankers and investment/financial advisors within Huntington footprint.
This individual in this role:
• Supports Retail Bankers through the nomination and licensing process
• Coordinates scheduling of licensing classes, ordering of study materials and implementation of study plans
• Maintains current knowledge of licensing procedures and continuing education regulations and policies
• Cross trained with other members of the Licensed Banker Team on all LB licensing duties
• Runs study/training conference calls, webinars and webex's has needed
• Some overnight travel is required
Basic Qualifications:
• Bachelor's Degree
• 3 or more years of investment experience with current Life and Health, S6, S63 licenses
OR
• 7 years of equivalent investment experience with current Life and Health, S6, S63 licenses
Preferred Qualifications
• Series 7, Series 24 or 26 and Series 65 or 66
• Customer experience preferred
• Strong customer service skills, highly motivated, focused, and goal oriented
• Excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
• Strong organizational skills with attention to detail, planning and follow-up
• Ability to build and expand quality internal customer relationships
• Ability to multi-task
• MS Suite and Internet proficient