Indiana First Savings Bank

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Indiana First Bank, strong and stable in the community since 1922, and focused on providing quality financial products and services, is looking to hire self-motivated, hard-working and responsible individuals to fill the following positions within our organization:

Financial Advisor: Full time position is available at our downtown Indiana location. We offer a professional atmosphere and a competitive wage and benefit package. If you are a self-motivated, friendly and outgoing person, we want to talk with you! Specific duties include:

  • Identifies and solicits business from potential clients as illustrated by the following:
  • Meets with potential clients; provides information and advice on financial products and services.
  • Provides service and support to existing clients; meets with them at least annually to review the Wealth Priority Document and provide guidance.
  • Maintains knowledge of the features and benefits of Bank products and services in order to ascertain customer needs and cross-sell additional products and services.
  • Motivates and develops licensed Bank staff to sell non-deposit products; coordinates selling efforts to ensure sales results.
  • Develops marketing campaigns; sends marketing letters and newsletters; prepares presentation materials for mailings to clients and prospects.
  • Maintains appointment and meeting schedules.
  • Opens new accounts; processes sales order tickets; answers client questions.
  • Organizes and implements new account set-ups; attains and submits all required account information and disclosure forms for each sale.
  • Provides reports on call activity, appointment schedules, and sales forecasts.
  • Maintains and submits individual sales and referral activity.

Applications can be downloaded online or obtained and submitted at any of our offices. Please submit resumes or make inquiries to Human Resources, Indiana First Bank, 935 Philadelphia Street, Indiana PA 15701. Indiana First is an Equal Opportunity Employer of Women, Minorities, Protected Veterans, and individuals with disabilities.

  
 
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