CAP Assessment Consultant – Financial Aid
College Aid Services, LLC
ERP
IBD Investment Officer
UMB Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $20,600 - $208,200 per year
Job Level
Mid-LevelSenior
About the role
- Responsible for selling investment securities to assigned correspondent bank or non bank institutional clients
- Partner with sales team to expand existing customer relationships
- Work closely with partners (sales, product, marketing) to reconcile and execute on the customer and market intelligence obtained through analytics and substantive feedback back into product strategy
- Support business development effort through calling by phone and in person, direct mail, presentations and referrals
- Other duties as assigned
Requirements
- Bachelor's Degree in relevant field or four additional years of relevant work experience
- NASD Series 7 & 63, or MSRB 52
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
customer relationship managementbusiness developmentcommunicationcollaborationpresentation skills
Certifications
Bachelor's DegreeNASD Series 7NASD Series 63MSRB 52
