Actively pursues new business for JCB Investment Services primarily through direct marketing activity and referrals provided by bank employees. Seeks opportunities for relationship building with current and potential bank clients. Assumes responsibility for the development, operation and administration of retail brokerage services and the sale of insurance and financial products within the Bank. Coordinates brokerage sales efforts with department and banking center leaders throughout the Bank. Assumes responsibility for compliance requirements in accordance with Bank procedures as well as broker/dealer services provider. Supervises brokerage support staff.
Requirements
JCBank has been an independent financial leader since 1900, providing a full range of traditional banking and other relevant services to its customers. JCB is guided by the core values of honesty, encouragement, accountability, respect and teamwork, which are at the HEART of the organization. With convenient locations throughout south-central Indiana, JCBank is committed to delivering extraordinary service to every customer and community we serve.
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