Investment Sales Officer (Institutional Fixed Incomes Sales)
Tulsa, OK, United States
Job Function: This position is responsible for contacting current and prospective investment clients with the objective of creating new relationships for 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
Travel is required in this role as a candidate is expected to support and work with clients in person through meetings, presentations and Board discussions.
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 to 7 years equivalent experience is required
MSRB 52 or Series 7 required
2 to 4 years of experience in financial services industry with experience in investments preferred
High level of presentation skills with proficiency in Microsoft Excel and PowerPoint 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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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