Regional Retail Banking President jobs in Springfield, MO

Regional Retail Banking President directs all facets of operations for a group of retail branch offices in a designated geographic area. Defines sales and service initiatives for the region. Being a Regional Retail Banking President develops objectives and measurement standards and monitors each branch's performance. Ensures that branch administration teams conduct operations and provide the service and product offerings that meet the needs of customers in that region. Additionally, Regional Retail Banking President may have responsibility for additional retail products such as small business and consumer lending. Requires a bachelor's degree. Typically reports to top management. The Regional Retail Banking President manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Regional Retail Banking President typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Regional Vice President (Remote in St. Louis)
  • Mercer Global Advisors Inc.
  • Mountain View, MO FULL_TIME
  • Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

    When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

    Job Summary:

    The Regional Vice President is responsible for growing our RIA referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams. The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm’s high net worth clients.

    Essential Job Functions for the Regional Vice President will include:

    • Partnering with Financial Consultants and Branch Managers to build strong relationships
    • Fostering positive channel partner relationships as ambassador of Mercer Advisors
    • Growing and cultivating an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication with the express purpose of generating significant referrals
    • Proactively initiating business development calls and identifying new sales opportunities
    • Meeting directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management
    • Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities
    • Providing insight and information to become a valuable resource and partner
    • Implementing company policies and procedures
    • Ensuring adherence to company standards
    • Performing other duties as assigned

    Required Knowledge, Skills and Abilities:

    • Bachelor’s degree preferred or equivalent experience
    • At least 5 years of successful sales experience in the financial services industry
    • Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
    • CFP® (Certified Financial Planning) designation preferred
    • Comprehensive industry and investment management knowledge
    • Experience using CRM systems (Salesforce preferred)
    • Excellent communication, presentation, listening and analytical skills
    • Proven time management and organizational skills in high volume, high energy environments
    • Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions
    • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
    • Flexibility to travel up to 75%

    Work Schedule: Position will include daytime and evening hours.

    Working Conditions: Professional or home office environment. Traveling, standing and sitting.

    Benefits:

    Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

    • Company Paid Basic Life & AD&D Insurance
    • Company Paid Short-Term and Long-Term Disability Insurance
    • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
    • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
    • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
    • Two comprehensive Dental Plans
    • Vision Insurance Plan
    • Dependent Care Savings Account for child and dependent care.
    • 14 Company Paid Holidays with a full week off at Thanksgiving.
    • Generous paid time off program for vacation and sick days
    • Employee Assistance Plan
    • Family Medical Leave
    • Paid Parental Leave (6 weeks)
    • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
    • Adoption Assistance Reimbursement Program
    • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
    • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
    • Pet Insurance

    We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

    Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

  • 21 Days Ago

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Banking support
  • Central Bank
  • Osage, MO FULL_TIME
  • Job Description Be the primary individual that provides support of commercial banking services product installation and implementation within the bank, its branches, and customer locations. Requires t...
  • 1 Day Ago

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Traveling Retail Merchandiser
  • SAS Retail
  • Joplin, MO FULL_TIME
  • Join our team of Travel Retail Merchandisers! In this role, we handle product movement at retail. We display it, we move it, we track it; making sure stores and their product suppliers have the best o...
  • 4 Days Ago

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Traveling Retail Merchandiser
  • SAS Retail
  • Osage, MO FULL_TIME
  • Join our team of Travel Retail Merchandisers! In this role, we handle product movement at retail. We display it, we move it, we track it; making sure stores and their product suppliers have the best o...
  • 12 Days Ago

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Traveling Retail Merchandiser
  • SAS Retail
  • Ozark, MO FULL_TIME
  • Join our team of Travel Retail Merchandisers! In this role, we handle product movement at retail. We display it, we move it, we track it; making sure stores and their product suppliers have the best o...
  • 12 Days Ago

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Retail merchandiser
  • Premium Retail Services
  • Joplin, MO FULL_TIME
  • Merchandiser Travel Retail Service General Information Company : ACO-US Location : JOPLIN, Missouri, 64801 Ref # : 63842 Function : Merchandising Employment Duration : Full-time Benefits : Medical, de...
  • 22 Days Ago

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0 Regional Retail Banking President jobs found in Springfield, MO area

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Department Head of Theatre and Dance
  • Missouri State University
  • Springfield, MO
  • Posting Details Position Information Position Title Department Head of Theatre and Dance Work Location Springfield Campu...
  • 3/28/2024 12:00:00 AM

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Corporate Affairs Coordinator
  • Springfield Area Chamber of Commerce
  • Springfield, MO
  • CORPORATE AFFAIRS COORDINATOR ABOUT THE ORGANIZATION: The Springfield Area Chamber of Commerce is a purpose-driven team ...
  • 3/27/2024 12:00:00 AM

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Admission Counselor
  • Drury University
  • Springfield, MO
  • Job Description Job Description Job Title: Admission Counselor Division: Enrollment Management Department: Admission Sch...
  • 3/27/2024 12:00:00 AM

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Member & Employee Engagement Coordinator
  • Springfield Area Chamber of Commerce
  • Springfield, MO
  • MEMBER & EMPLOYEE ENGAGEMENT COORDINATOR ABOUT THE ORGANIZATION: The Springfield Area Chamber of Commerce is a purpose-d...
  • 3/27/2024 12:00:00 AM

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Obgyn Surgery Director
  • Jordan Valley Community Health Center
  • Springfield, MO
  • OB/GYN Surgery Director Springfield, Missouri Salary Range $375,000 to $425,000 plus incentives and sign-on bonus Gradua...
  • 3/27/2024 12:00:00 AM

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Medication Partner 7p-7a $17.50+ (Part Time)
  • The Fremont Senior Living
  • Springfield, MO
  • Description "After spending 14 years in healthcare, I finally found my home with Arrow Senior Living. It's home-like env...
  • 3/27/2024 12:00:00 AM

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Delivery Driver (CDL Class A/B)
  • American Tire Distributors, Inc.
  • Springfield, MO
  • Location: Location: Delivery Driver (CDL Class A/B) in Springfield, MO at American Tire Distributors **Location:** **Exp...
  • 3/26/2024 12:00:00 AM

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President/CEO
  • Economic Development Partnership of Bolivar, MO
  • Bolivar, MO
  • Job Description Job Description GENERAL SUMMARY OF DUTIES The President will be responsible for representing the Economi...
  • 3/25/2024 12:00:00 AM

Springfield is the third-largest city in the state of Missouri and the county seat of Greene County. As of the 2010 census, its population was 159,498. As of 2017, the Census Bureau estimated its population at 167,376. It is the principal city of the Springfield metropolitan area, which has a population of 462,369 and includes the counties of Christian, Dallas, Greene, Polk, Webster. Springfield's nickname is "Queen City of the Ozarks" and it is known as the "Birthplace of Route 66". It is home to three universities, Missouri State University, Drury University, and Evangel University. Springf...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Regional Retail Banking President jobs
$243,786 to $389,573
Springfield, Missouri area prices
were up 1.3% from a year ago

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