About the job
Position Overview:
As a Financial Advisor - Securities at Southside Bank, you will have the opportunity to promote and sell Non-deposit Investment Products (NDIP) and services to clients through a comprehensive marketing approach. This includes branch training, relationship building, and various client engagement methods such as presentations and follow-up communications.
Key Responsibilities:
- Conduct client interviews to gather financial background and investment goals to create tailored customer profiles and strategies under the guidance of a Financial Advisor.
- Stay informed about NDIP offerings and changes in financial services, products, and policies.
- Cross-sell additional banking products to foster new business and enhance customer relationships.
- Assist the team with operational and customer service issues.
- Process new business transactions and perform related functions efficiently.
- Manage customer accounts and documentation in compliance with OSJ requirements.
- Ensure confidentiality regarding customer account information and bank operations.
Additional Responsibilities:
- Maintain up-to-date knowledge of procedures and compliance regulations.
- Participate in ongoing education and training through NDIP and other industry resources.
- Oversee the NDIP Investment Center and engage in public relations activities at branch locations.
- Familiarize yourself with the NDIP Compliance Manual and adhere to communications from the Compliance Department.

