Financial Services Exec Iii / Licensed Banker - Ca, Palm Springs/palm Desert
Countrywide (San Bernardino/Palm Springs, California)

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Countrywide Bank, FSB is a member of the Countrywide family of companies is among the nation’s fastest-growing and ranks among the 20 largest national banks.* We’re already the nation’s 16th largest – with 136 financial centers nationwide and are the 3rd largest Federal Savings Bank in the nation.

Countrywide Bank and Countrywide Investment Services offers highly competitive deposit products to customers nationwide through financial centers, office locations, call centers and internet services. Building upon a history of success, Countrywide Bank continues nationwide expansion of financial center locations.

* Based on current assets and other banking data reported to the Federal Deposit Insurance Corporation (FDIC) ) 1st quarter, 2007.

Financial Services Executive III

 

 

 

Primary Responsibilities Include:

·  Developing, maintaining and supporting the sale of Banking, Investment and Insurance products and services

·  Selling Single Premium Life, Fixed Annuity, Variable Annuity, Index Annuity and a select group of Mutual Fund products

·  Developing business

·  Generating and following-up on leads

·  Working with prospective and existing customers to assess financial needs

·  Identifying and selling the appropriate Countrywide Bank, Countrywide Investment Services and Countrywide Insurance Services products and services based on those needs

·  Completing Transactions with customers or referring customers/prospective customers to Affiliates

·  Strengthening Bank customer relationships

·  Assisting customers with opening accounts

·  Ensuring compliance with Company and regulatory requirements and guidelines

·  Referring customer leads and and/or customer business to Financial Consultants, Premiere Business Bankers, Countrywide Mortgage and/or others with in Countrywide

·  Conducting community-based Networking, local area Promotional Campaigns, Outbound Telemarketing and targeted Direct Marketing

·  Managing and updating the Company's Tracking Systems and Contact Management Databases to maximize Sales productivity and ensure that Sales and Marketing Programs are effectively executed

·  Supporting Countrywide's commitment to compliance by adhering to all applicable federal, state and local laws and regulations and Countrywide Bank's policies and procedures

·  Reporting all incidence of noncompliance to immediate Manager

 

 

 

A Successful Candidate Will Have:

·  Associate's degree

·  1+ year(s) of related experience

·  NASD Series 6 and/or 7 license

·  NASD Series 63 license

·  Annuity license and state-specific Insurance license

·  Excellent Sales skills

·  Ability to ask for and close the business

·  Strong interpersonal and verbal/written communication skills

·  Basic PC skills

·  Knowledge of Microsoft Windows and the Internet

·  Familiarity with Sales Tracking and/or Customer Contact software systems

·  Competency and experience in the use of technology

·  Excellent time-management skills

·  Detail-orientation

·  Self-motivation

·  Knowledge basic Banking and Banking products

 

 

 

The Ideal Candidate May Also Possess:

·  Strong Business Development skills

 

 

 

Countrywide is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE. M/F/D/V.