About Us:
Over thirty years ago, a group of local businessmen and community leaders formed Chino Valley Bank as a way of providing the very finest in financial products and services, yet with an exceptional dedication to service.
Since that time, we have earned both local and national recognition as one of the safest, strongest and best managed business banks in the United States, and have been named one of the top performing banks in California. Chino Valley Bank became Citizens Business Bank on March 31, 1996. This name change was in response to the geographic expansion and the strategic business focus of the Bank. Today Citizens Business Bank has assets of over $4.0 billion, conveniently located business financial centers, and a full complement of all business banking products and services; including Wealth Management Group services. In fact, the bank has $1.2 billion under Wealth Management Group. Currently, the Bank serves the business banking needs of business people in the Inland Empire, Los Angeles County, Orange County and the Central Valley areas of California. Through it all, Citizens Business Bank has maintained its dedication to customer service as well as its attention to detail. These are the same attributes that brought it from a small, single-office local bank over thirty years ago to the over $4.0 billion success that it is today. Job Description:
The sales region for this position will be the Los Angeles area. The ability to travel is required.
The successful candidate for this position will have demonstrated experience and skills in sales techniques with three (3) to five (5) financial sales experience. Will be responsible for the sale of mutual funds, fixed and variable annuities, insurance products, and investment management in the Business Centers throughout the Los Angeles County area. Must be able to assess financial objectives and current financial status of prospective customers; communicates risk and rewards associated with various financial services which best match customers financial objectives and concerns; demonstrate excellent interpersonal and collaboration skills; network with Business Financial Centers and other external sources to develop new brokerage business. Must have current licenses for series 7, 63, 65 and California Life, Health and Disbility insurance. Good to excellent personal computer (PC) skills and organizational skills are required. A history of superior performance and tangible results are essential. |
