Union Bank & Trust is seeking a College Savings Field Representative to serve as a subject matter expert for Illinois’ Bright Directions College Savings Program. This role involves traveling across Illinois to communicate program benefits to financial professionals and support growth through marketing strategies.
Responsibilities
- Make proactive marketing calls (in-person and phone) to financial advisors and other investment professionals to strengthen the existing Bright Directions relationships
- Visit non-producing financial advisors and firms to introduce Bright Directions College Savings Program and to encourage future utilization of the Plan
- Plan, schedule appointments, and implement effective weekly travel throughout the state
- Act as subject-matter expert on 529 programs, saying up to date with industry developments and trends
- Research and implement campaigns and messaging
- Attend and promote Bright Directions various local and regional conferences and events
- Provide 529 Field Marketing Coordinator with regular updates regarding activity and trends
- Assist with functions of the 529 department as needed
- Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required
- Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies
- Regular and reliable attendance is an essential function of this position
- Perform other job-related duties or special projects as assigned
Skills
- Project a strong professional image with ability to positively promote Bright Directions and service excellence philosophy
- Proficient in Microsoft Word, Excel and in working with other financial software
- Valid driver's license with good driving record
- Regular and reliable attendance is an essential function of this position
- Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required
- Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies
- Bachelor's degree preferred
- Mutual fund, investment, finance, tax and/or financial planning experience preferred
- Highly motivated individual
- Strong organizational and time management skills
- Detail oriented, self-starter with high energy
- Excellent verbal communication skills
- Independent with a team-oriented mindset
- Passion for client and prospect interaction
Company Overview
Most banks offer similar services. It’s how those services are delivered and how the bank treats you as an individual that sets it apart. It was founded in 1917, and is headquartered in Lincoln, Nebraska, US, with a workforce of 1001-5000 employees. Its website is http://www.ubt.com.
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