Investments Connect Consultant
Company Name:
U.S. Bank
Investments Connect Consultant-130049969
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At U.S. Bank, we''re passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country''s most respected, innovative and successful financial institutions. U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
Responsible for trading and service calls. Enters equity, mutual fund, and option orders. Subject matter experts for all brokerage and firm related securities and services. Assist clients with maintenance, trade, and service requests. Reviews all trades prior to placement to ensure compliance with Broker/Dealer policies. Handles a large volume of inbound calls. Maintain detailed records of all transactions to ensure that accurate accountings are made in compliance with established policies. Act as a backup for financial consultants, and an intermediary for Investments Connects sales consultants.
Your Career is Here.
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Qualifications
Basic
Qualifications: - High school diploma or equivalent
Two to three years of experience in the brokerage industry
FINRA Series 7, 63
Preferred Skills/
Experience:
Excellent telephone and interpersonal skills
Thorough knowledge of brokerage products and services, securities, investment instruments, trading, as well as the brokerage's philosophy and polices regarding these products and services
Basic knowledge of computer systems and procedures
Proven commitment to quality customer service
Strong time management skills to maximize the number of clients that may be assisted while maintaining a high level of customer service
Detail-oriented and ability to work independently
Bachelor''s degree preferred
Job: Investments / Insurance
Primary Location: Minnesota-MN-Saint Paul
Shift: 1st - Daytime
Req ID: 130049969Estimated Salary: $20 to $28 per hour based on qualifications.
U.S. Bank
Investments Connect Consultant-130049969
##
At U.S. Bank, we''re passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country''s most respected, innovative and successful financial institutions. U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
Responsible for trading and service calls. Enters equity, mutual fund, and option orders. Subject matter experts for all brokerage and firm related securities and services. Assist clients with maintenance, trade, and service requests. Reviews all trades prior to placement to ensure compliance with Broker/Dealer policies. Handles a large volume of inbound calls. Maintain detailed records of all transactions to ensure that accurate accountings are made in compliance with established policies. Act as a backup for financial consultants, and an intermediary for Investments Connects sales consultants.
Your Career is Here.
##
Qualifications
Basic
Qualifications: - High school diploma or equivalent
Two to three years of experience in the brokerage industry
FINRA Series 7, 63
Preferred Skills/
Experience:
Excellent telephone and interpersonal skills
Thorough knowledge of brokerage products and services, securities, investment instruments, trading, as well as the brokerage's philosophy and polices regarding these products and services
Basic knowledge of computer systems and procedures
Proven commitment to quality customer service
Strong time management skills to maximize the number of clients that may be assisted while maintaining a high level of customer service
Detail-oriented and ability to work independently
Bachelor''s degree preferred
Job: Investments / Insurance
Primary Location: Minnesota-MN-Saint Paul
Shift: 1st - Daytime
Req ID: 130049969Estimated Salary: $20 to $28 per hour based on qualifications.
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