Skagit Bank

1501 Cornwall Ave
Bellingham , WA
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Investment Services Manager

Skagit Bank
Burlington, WA Full time
Posted on August 16, 2017

If you are looking for a great place to build your career, a place that feels like home, a place to build Genuine Lasting Relationships, look no further. Skagit Bank has an immediate opening for an Investment Services Manager.

Qualified candidate will meet/exceed sales/income goals as established. Proactively meeting with customers and prospects for sales opportunities. Maintain and work book of customers through meeting, sales, follow up and relationship building opportunities. Working with Broker/Dealer on contract, policy, procedure, marketing and business plan for success. Establish and maintain Platform Investment Program for Skagit Bank employees to include selection, training, coaching, compliance, policy, continuing education and support for those who will be offering investments. Establish and maintain investment referral program. Administrative functions for sales, referrals, policy, account settlement and marketing tools.

The position requires a College Degree or equivalent experience; 6 plus years' experience in investment services. Current series 7 and 66 licenses. Advance knowledge of investment processes and compliance regulations. Proven business development skills. Ability to provide leadership through coaching and training. Excellent verbal and written skills.

We offer a competitive compensation and a comprehensive benefit package, which includes 100% paid employee medical premium and a 401k match.

For more information and to apply online, please visit our website at

EOE/ AA Employer/Vet/Disabled