Manage account portfolio, develop client relationships, meet sales targets, supervise sales representatives, and represent the company at client meetings and trade shows.
3+ YOE3+ years in financial services with a growing personal practice; active life and health license; FINRA Series 6/7 and 63/66 preferred; client development, leadership, and relationship-management skills.
3+ YOE3+ years in financial services with growing personal practice, active life and health license required, Series 6/7 and 63/66 preferred, demonstrated client development and leadership, US work authorization required.
3+ YOEActive Life and Health license required, minimum 3 years in financial services with a growing practice; FINRA Series 6/7 and 63/66 preferred; strong client development, leadership, and team-building skills; US work authorization required.
3+ YOE3+ years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; proven client development, leadership, and team-building skills; US work authorization required.
The Bank of Commerce: Provides community-focused personal and business banking services in Idaho.
1+ YOEProcess incoming/outgoing wire transfers and ACH files, balance GL and dormant accounts, maintain correspondent bank records, and assist cash management clients.