Financial Consultant II (0525) - Poughkeepsie New York

There has been a lot of turbulence in the financial markets recently.  That’s why it is important for a talented sales professional to work for a bank they can count on.  At M&T, we promote motivated, creative thinkers with the opportunity to direct their own career paths within a rapidly evolving industry, while affording a balanced work and personal life.  Among the top 20 banks in the U.S., with over $64 billion in assets and more than 150 years of experience behind us, this bank is committed to be the best company our employees ever work for, the best bank customers ever do business with and the best investment our shareholders ever make.

The role:  Financial Consultant II
We are seeking a seasoned financial consultant (fully licensed) to manage a portfolio and provide needs-based financial solutions to existing and perspective M&T clients.  We need a motivated team player with a track record of sales success to manage and grow a high performing book of business within an independent sales structure.

Responsibilities:
-Actively propose needs-based financial solutions to new bank clients and mass affluent clients as well as service current relationships through ongoing account reviews and re-evaluation of client needs.
-Analyze customer situation, determining best advice and product approach for customer contact situations.
-Provide financial planning services by advising the customer regarding the advantages and disadvantages of different product decisions.
-Maintain, on a weekly basis, activity log to substantiate advisory and referral activity; follows up on the activity levels of all products.
-Market, service, and promote the bank’s financial products.
-Actively solicit new customers for investment portfolio. 
-Conduct sales calls to maintain current relationships.
-The incumbent must be knowledgeable in all facets of securities and insurance in a bank environment.