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Deliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

HOUR

Berkshire Bank

Universal Banker

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

YEAR

LPL Financial Services

Wealth Advisor - Vermont Federal Credit Union

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A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

LPL Financial

Meet and exceed overall regional financial objectives by: Increasing total policies sold while maintaining and/or improving retention Increasing average lines (policies) sold per client Increasing agency and account manager engagement, especially among winning agents / future partners Increasing Customer Service Center enrollment Protecting margin by influencing agents to over-deliver "target" mix of flow business. POSITION OVERVIEW: Successfully manage business development within an assigned territory by partnering with existing agents and appointing new ones, to acquire and retain profitable new accounts, while securing better penetration with winning agents.

The Hanover Insurance Group Inc

PL Territory Sales Manager

Greets and acknowledges customers when they approach the café Provides a positive experience for each customer specific to their needs Assists customers in their selections, and maintains through knowledge of all menu items Operates point of sales system Maintains the cafes appearance by straightening, cleaning, and replenishing Demonstrates a willingness to learn barista machine and coffee menu Receives and restocks deliveries using proper inventory rotation Rotates through all areas in the café Communicates clearly with your team Moves with purpose and efficiency in the space Adheres to all food safe and workplace regulations and procedures Reports to work on time or notify the lead in charge by phone and email in advance if absent or late Maintains working understanding of how to utilize KAB resources. But here''s what makes us different: 40 paid volunteer hours a year, profit sharing , participation in the Employee Stock Ownership Plan (ESOP) and knowing that those working with you are dedicated and engaged co-employee owners that believe in you and your extraordinary abilities to move us all forward.

Financial Services Representative Jobs in Vermont

Universal Banker Berkshire Bank

Wealth Advisor - Vermont Federal Credit Union LPL Financial Services

Wealth Advisor - Vermont Federal Credit Union LPL Financial

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