Financial Advisor

Purpose of Position :

The job of the Vice President Financial Advisor at Amalgamated Bank is to successfully offer financial products and services in a bank or office environment to commercial and retail prospects, with an emphasis on socially responsible investment solutions. The person is expected to meet production goals which will be reviewed on an on-going basis. The position requires a person who is highly motivated, and sales driven with an entrepreneurial mindset. Candidate should be service oriented and be able to work well with bank employees, external partners, and bank customers.

Essential Job Functions :

• Meet or exceed sales goals
• Attend sales and training meetings
• Submit detailed activity / production reports
• Develop and use prospecting lists
• Meet daily with potential customers, whether in-person or virtually
• Maintain active working relationships with internal and external referral sources
• Establish and maintain high standards of customer service
• Effectively communicate investment concepts and strategies
• Perform other duties as directed

Knowledge, Skills and Experience Requirements :