Job ID 2019-1406# of Openings 1Category CNFSType Full-TimeOverviewWe are looking for a Senior Financial Consultant to fill an opening immediately in Doylestown, PA. The Senior Financial Consultant will be responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. The Senior Financial Consultant will assume responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.QualificationsEducation: Bachelor's degree (B. A.) from four-year college or university or equivalent in a related field.Experience: 4-6 years of previous related experience and/or training orequivalent combination of education and experience.Certifications required within 6 months of employment: Series 63, 65 (or equivalent), and Series 7Certifications required within 1 year of employment: PA Life and Health insurance licenseResponsibilities1. Identifies and develops financial services prospects and contacts.2. Promotes financial services and products.3. Develops relationship with branch offices.4. Provides investment management and basic retirement services.5. Manages and nurtures client relationships.6. Reviews administrative and investment matters.7. Keeps informed of financial services and related developments and complies with policies, procedures and laws.8. Training and Education.9. Customer Service - exemplifies Citizens & Northern's Customer Service Standards.PM18

Business/Finance ManagerHouston-NASPosition Type: Full Time - PermanentBusiness Manager Summary The Business Manager is responsible for performing the closing and financing function of the sales process by loans to businesses and individuals. The Business Manager is also responsible for coordinating the delivery schedule between the customer and the service department. Position Relationships: Reports To: Vice President of Financial Services. Store Manager, Regional President Key Internal Relationships: Sales Manager, Service Department, Sales Consultants, Accounting Department, Delivery Captain, Manager of Domestic Products, Direct Reports: F&I Assistant Responsibilities of Business Manager Includes * Assist the sales professionals by providing the necessary information to complete a purchase. * Meet with customers to discuss loans, rates, payments, benefits of financing, etc. Compute loan charges. * Sell all ancillary products, including warranties, Credit life & disability & hull insurance coverage, etc. Utilizing the menu selling system * Process credit application and secure financing * Coordinate delivery date with customer and service department * Ensure trade-in evaluation process, when applicable, is completed thoroughly by Products and Service * Assist Accounting in all aspects of closing and posting sales * Ensure work order is completed and forwarded to service department * Prepare loan package for immediate funding * Maintain bank relations * Run lost sale reports to capture refinance and unsold warranty opportunities * Project a professional and service-oriented image to all customers and peers * Actively participate in boat shows and other off-site promotions such as Getaways! PM17 Key Result Areas for Business Manager : * Internal/external customer satisfaction * Timely and professional delivery of boat to customers * Maintaining a positive image of MarineMax * Title work completed in a timely manner * Closings conducted in a timely, professional manner * Financing customers @ or above 60% * Warranty sales @ or above 60% * Hull Ins @ or above 60% * Credit Life @ or above 18% of eligible customers * Maintain performance targets at a minimum of: * 4.50% Sport Boats. * 3.50% Sport Cruisers. * 1.75% Sport Yachts and Yachts. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Business/Finance ManagerAustin-SSAPosition Type: Full Time - PermanentBusiness Manager Summary The Business Manager is responsible for performing the closing and financing function of the sales process by loans to businesses and individuals. The Business Manager is also responsible for coordinating the delivery schedule between the customer and the service department. Position Relationships: Reports To: Vice President of Financial Services. Store Manager, Regional President Key Internal Relationships: Sales Manager, Service Department, Sales Consultants, Accounting Department, Delivery Captain, Manager of Domestic Products, Direct Reports: F&I Assistant Responsibilities of Business Manager Includes * Assist the sales professionals by providing the necessary information to complete a purchase. * Meet with customers to discuss loans, rates, payments, benefits of financing, etc. Compute loan charges. * Sell all ancillary products, including warranties, Credit life & disability & hull insurance coverage, etc. Utilizing the menu selling system * Process credit application and secure financing * Coordinate delivery date with customer and service department * Ensure trade-in evaluation process, when applicable, is completed thoroughly by Products and Service * Assist Accounting in all aspects of closing and posting sales * Ensure work order is completed and forwarded to service department * Prepare loan package for immediate funding * Maintain bank relations * Run lost sale reports to capture refinance and unsold warranty opportunities * Project a professional and service-oriented image to all customers and peers * Actively participate in boat shows and other off-site promotions such as Getaways! PM17 Key Result Areas for Business Manager : * Internal/external customer satisfaction * Timely and professional delivery of boat to customers * Maintaining a positive image of MarineMax * Title work completed in a timely manner * Closings conducted in a timely, professional manner * Financing customers @ or above 60% * Warranty sales @ or above 60% * Hull Ins @ or above 60% * Credit Life @ or above 18% of eligible customers * Maintain performance targets at a minimum of: * 4.50% Sport Boats. * 3.50% Sport Cruisers. * 1.75% Sport Yachts and Yachts. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled