Financial Consultant

Citizens & Northern Bank

Sayre, PA 18840

Posted 1 month ago

Job Description


At C&N, we have a mission to take care of our customers to be the only bank they need. As a Financial Consultant, you will be responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. The Financial Consultant assumes responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.


**Education:** Bachelor's degree (B. A.) from four-year college or university or equivalent in a related field.

**Experience:** 1-3 years of previous related experience and/or training.


Equivalent combination of education and experience.

**Certifications required within 6 months of employment:** Series 63 and Series 7

**Certifications required within 1 year of employment:** Series 65 (or equivalent) and PA Life and Health insurance license


1. Financial Consultant identifies, develops, manages and nurtures relationships with clients, financial services prospects, branch offices and centers of influence to promote financial services and products.

2. Reviews administrative and investment matters.

3. Training and Education.

4. Customer Service – exemplifies Citizens & Northern’s Customer Service Standards.


**Job Locations** _US-PA-Sayre_

**Posted Date** _4 months ago_ _(5/27/2022 12:00 PM)_

**_Job ID_** _2022-1957_

**_\# of Openings_** _1_

**_Category_** _CNFS_

**_Type_** _Full-Time_

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