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    "requisitionDescription": "<div><div><div><p id=\"isPasted\"><br></p><p>East Cambridge Savings Bank&rsquo;s Retail Department is actively recruiting for an Investment Executive</p><p>Function:</p><p>Under the general direction of the Senior Vice President Retail, sells and provides information to customers in regards to non-deposit investment products in accordance with established Bank policies, procedures, and strategic goals.</p><p><br></p><p>We are looking for candidates with:</p><ul><li>Bachelor&#39;s degree in Finance, Accounting, or related field or equivalent through specialized coursework and training</li><li>NASD series 7 and 65 or 66 licenses</li><li>Massachusetts Life and Health Insurance licenses</li><li>Certified Financial Planner designation preferred</li><li>Minimum 3 years investment sales/advisory experience&nbsp;</li><li>Proven sales, marketing, and investment advisory skills</li><li>Strong interpersonal skills</li></ul><p><br></p><p>Primary Responsibilities:</p><ul><li>Provides accurate, thorough, and understandable information regarding non-deposit investment products to customers. &nbsp;Analyzes and evaluates client portfolios. Recommends investment products appropriate for customers&#39; stated objectives.</li><li>Develops and maintains ongoing investment relationships with customers. &nbsp;Conducts on-going client meetings, including financial plan and investment reviews. &nbsp;Follows up on referrals generated from various sources including other Bank employees, advertisements, and direct mailings.&nbsp;</li><li>Initiates investment transactions based on customers&#39; instructions, prepare all necessary documentation ensuring accuracy, timeliness, and compliance with applicable laws, regulations, and industry standards.</li><li>Assists customers in resolving any investment transaction discrepancies or concerns regarding the Bank&#39;s non-deposit investment sales program. &nbsp;Reports all customer issues to senior management in a timely manner.</li><li>Meets established sales goals and objectives. &nbsp;Develops sales strategic plan including both direct sales and referral activities. &nbsp;Leads sales strategy and planning efforts and creates sales and promotional efforts in order to reach performance goals. &nbsp;Strategizes with Senior Vice President of Retail to assess market position and competition opportunities. &nbsp;Monitors plan to ensure completion of goals and objectives.</li><li>Actively participates as a Banking Center team member. &nbsp;Works with other members of the team to meet performance goals, develops strategies and promotional efforts for the Center. &nbsp;Maintains a general understanding of all products and services offered in the Banking Center in an effort to effectively present these products and services to customers. &nbsp;Monitors team progress towards attaining goals and objectives.</li><li>Oversees function of Financial Services Assistant. &nbsp;Conducts performance evaluation, provides guidance, training and development as needed. &nbsp;</li><li>Keeps abreast of laws, regulations, and industry developments applicable to non-deposit investment products through ongoing education and training. &nbsp;Reports on changes and developments having potential impact on the Bank&#39;s non-deposit investment program, and recommends appropriate actions.</li><li>Keeps abreast of competitive developments applicable to non-deposit investment products within the industry and the Bank&#39;s market area, and report on findings. &nbsp;Participates in marketing efforts to enhance the competitiveness of the Bank&#39;s non-deposit investment program.</li><li>Participates in the development of employee training programs and customer information sessions for non-deposit investment products. &nbsp;As needed, conducts training programs and information sessions, monitor and report on effectiveness. &nbsp;Recommends employee recognition programs for referral efforts.</li><li>Develops solid relationships with members of the community by networking through community involvement. &nbsp;Participates in civic activities to promote growth and development in the community, and a positive image for the Bank.</li><li>Provides periodic reports on non-deposit investment sales/advisory activity, including customer prospects, sales, referrals, sources of invested funds, and the effectiveness of marketing promotions.</li><li>Performs operational audits to ensure compliance with established policies and procedures, and for compliance with laws and regulations in preparation for audits and regulatory exams.</li><li>Keeps abreast of Bank policies and procedures, deposit products and services. Maintains knowledge of the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) regulatory requirements. &nbsp;Ensures that management and staff members complete BSA related annual training in a timely manner and that all BSA procedures are followed when applicable. &nbsp;Identifies and reports compliance related issues and suspicious activity.</li></ul><p><br></p><p>Other Job Responsibilities:</p><ul><li>Performs various special projects related to area of responsibility.</li></ul><p><br></p><p>Contact our Human Resources Division or visit <a target=\"_blank\" rel=\"noopener noreferrer\" data-fr-linked=\"true\" href=\"//www.ecsb.com/careers\">www.ecsb.com/careers</a> for more details and to apply.&nbsp;</p><p><br></p><p>Or submit your resume to:</p><p>Email: <a target=\"_blank\" rel=\"noopener noreferrer noopener noreferrer\" data-fr-linked=\"true\" href=\"mailto:[email protected]\">[email protected]</a> Fax: 617-252-6877 Phone: 617-354-7700</p><p><br></p><p>East Cambridge Savings Bank, Attn: Human Resources</p><p>344 Cambridge Street Cambridge, MA 02141</p><p><br></p><p>East Cambridge Savings Bank is an Equal Opportunity Employer/Disabled/Veterans</p><p><br></p></div></div></div>\n",
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