Sales Associate Jobs
By United Bank At , Logan, 25601, Wv
Accept deposits, verify cash deposits, endorsements and comply with Regulation CC requirements and bank deposit policies.
Responsible for keeping current and being knowledgeable in order to communicate the Bank’s products and services to clients.
Previous customer service contact experience is highly desired.
Experience in handling money preferred
Understanding and working knowledge of appropriate core banking system is a plus
Accept payments for all loans/lines of credit.

Are you looking for a rewarding career in the financial services industry? We are looking for a motivated and experienced RIA Sales Associate to join our team. You will be responsible for developing and maintaining relationships with clients, providing exceptional customer service, and helping to grow our business. If you have a passion for financial services and a desire to make a difference, this could be the perfect opportunity for you!

A RIA Sales Associate is responsible for selling financial products and services to clients. They must have a strong understanding of the financial markets and be able to explain complex financial concepts in a simple and easy to understand manner.

What is RIA Sales Associate Skills Required?

• Excellent communication and interpersonal skills
• Ability to build relationships with clients
• Knowledge of financial markets and products
• Ability to analyze financial data
• Proficiency in using financial software
• Ability to work independently and as part of a team

What is RIA Sales Associate Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Relevant sales experience
• Professional certifications such as the Series 7 or Series 65

What is RIA Sales Associate Knowledge?

• Knowledge of financial markets and products
• Understanding of financial regulations and compliance
• Knowledge of financial software

What is RIA Sales Associate Experience?

• Previous sales experience
• Experience in the financial services industry

What is RIA Sales Associate Responsibilities?

• Developing and maintaining relationships with clients
• Analyzing financial data and making recommendations
• Explaining complex financial concepts in a simple and easy to understand manner
• Selling financial products and services to clients
• Ensuring compliance with financial regulations and laws