Financial Advisor ~ Yorktown Heights, NY
: Job Details :

PCSB BANK PCSB Bank is committed to our customers, colleagues and communities that we serve. PCSB staff members are required to demonstrate excellence in customer service and maintain a working knowledge of the Bank's products and services. Our staff strives to provide excellent customer service and act in the capacity of a financial service professional by engaging in needs-based relationship building conversations. This includes an ethical approach to uncovering customer needs and recommending appropriate products, services, and solutions to meet the customers long and short-term financial goals. Principal Duties and Responsibilities • Be able to communicate investment concepts • Sells and cross-sells investment and insurance products and services to new and existing customer • Maintain high standards of customer services • Develop and maintain active working relationships with branch personnel • Meet or exceed sales goals • Attend branch and sales meetings, at least monthly • Conduct training of assigned branch employees, at least semi-annually • Submit detailed daily activity/production reports • Ensures all trades are placed timely and accurately, communicated to the customer and the corresponding paperwork is forwarded to the trade desk within 24 hours Job Specifications • Bachelor's degree and/or five years related business experience • FINRA Licenses 65/66, 7, 63 Series • State Life Insurance License • Minimum five years sales experience • Banking experience preferred • Customer service orientation • Strong time management skills • Is able to learn complicated financial concepts quickly and the ability to communicate those same concepts to multiple audiences • Self-motivated with the ability to work independently PLEASE NOTE: This is a commission-based position, compensation includes a base rate with additional earned commissions based on revenue production. 37.5