Bond Sales Officer is responsible for buying and selling of government or corporate bonds and securities. Advises clients on investment options; satisfies client needs through the strategic marketing of the bonds and securities. Being a Bond Sales Officer monitors market conditions to maximize profits for customers and the institution. Requires a bachelor's degree in area of specialty or in a related area and may require state licensure. Additionally, Bond Sales Officer typically reports to a manager or head of a unit/department. The Bond Sales Officer work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Bond Sales Officer typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Description
Fort Worth, TX
JOB CLASSIFICATION
Full / Part-time: Full Time
Hours Per Week: 40
Location: 3131 West 7th St., STE 200 Fort Worth, TX 76107
JOB SUMMARY
The Treasury Management Sales Officer is an assertive sales focused individual whose emphasis is in the acquisition of deposits and operating business through cultivating prospects into new client relationships and generating new business from existing clients. The Treasury Management Sales Officer works closely with the Commercial Bankers, Relationship Managers, Retail Banking Center Personnel and Lending staff to deliver Vantage Bank’s suite of Treasury Management solutions to clients and prospects and manage the Treasury Management relationship within an assigned portfolio. The individual can distill complex relationships to position Vantage Bank as the preferred Treasury Management Services provider calling across a company’s organization to engage stakeholders, understanding their needs, issues, and desires to drive value form the company’s working capital.
ESSENTIAL DUTIES
The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.
Requirements
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
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