Licensed Banker

Where

Queensbury, NY

What you'll be doing

Provide customers with outstanding service giving them full attention while making their business. Support new and existing customers by understanding their financial needs, recommending and opening appropriate products and services, resolving customer issues. Primary responsibilities include: Aspire to deliver world class customer service. Achieve sales and referral goals by developing a positive customer experience. Pro-actively seek ways to develop and expand customer relationships in order to contribute towards the branch success. Desire to maximize personal productivity through attention to detail, self motivation, and adaptability to achieve branch and personal goals. Actively participate in opportunities to expand knowledge, influencing and interpersonal skills.

What your background should be

A minimum of an active life/health insurance licenses are required and must successfully pass the kehrer-limra aptitude test to qualify. Series 6, 63, life and health insurance licenses preferred. Licenses are required to discuss and sell investment or insurance products with potential or existing customers. Must successfully pass banker assessment.

Required Schooling / Training

High school degree or GED required.

Who is the client company

This company provides commercial banking and related financial products and services.
If you are interested in this position, send your resume to apply@kochdavis.com