Sales and Trading Representative

Posted 5 Days Ago
Be an Early Applicant
Jefferson City, MO, USA
In-Office
Entry level
Fintech • Software • Financial Services
The Role
Supports fixed-income sales and trading for institutional clients and financial advisors. Responsibilities include analyzing markets, preparing security recommendations, coordinating trade execution and settlement, managing inventory, maintaining client and industry relationships, and ensuring regulatory compliance. The employer provides training and supports employees in obtaining required financial licenses. Products include Treasuries, agencies, mortgage-backed securities, money market instruments, and municipal bonds.
Summary Generated by Built In
Job Summary & Responsibilities

ABOUT Central Bank 

Central Bank is a community-focused financial institution committed to helping our clients and communities achieve financial success. Through personalized service, trusted relationships, and a commitment to excellence, we provide investment solutions that support both institutional and individual client needs. Within our Investment Services team, professionals work collaboratively to deliver exceptional service and expertise in the fixed income marketplace.


POSITION SUMMARY

The Sales & Trading Representative supports the Fixed Income Trading team through the sales, management, and trading of investment-grade fixed income securities. This position serves institutional clients and financial advisors by providing market insight, facilitating trade execution, and maintaining strong client relationships. Success in this role requires strong analytical skills, attention to detail, effective communication, and a commitment to delivering outstanding service while adhering to regulatory requirements.


ESSENTIAL DUTIES AND ACCOUNTABILITIES

  • Serve as a primary point of contact for internal and external clients regarding fixed income products and related investment activities.
  • Analyze market conditions and prepare offerings and recommendations involving fixed income securities, including Treasuries, agencies, mortgage-backed securities, money market instruments, and municipal bonds.
  • Monitor economic developments, market trends, research publications, and industry news to provide timely information to clients and team members.
  • Coordinate trade allocations, order execution, and settlement activities for both new issue and secondary market transactions.
  • Maintain and develop expertise in fixed income products, trading practices, and market dynamics.
  • Build and maintain productive relationships with clients, financial advisors, broker-dealers, and other industry partners.
  • Manage fixed income inventory positions in accordance with established policies and risk management guidelines.
  • Ensure compliance with applicable regulatory requirements, including municipal securities regulations and internal policies.
  • Perform other duties as assigned or as needed.
  • Comply with all applicable banking regulations, including Bank Secrecy Act requirements and information security standards

Experience is not required! We are willing to train while you learn on the job and study to pass the necessary financial exams.  

Preferred Qualifications

CORE QUALIFICATIONS, EDUCATION AND EXPERIENCE POSITION REQUIREMENTS

  • Bachelor's degree in Finance, Economics, Mathematics, Business, or a related field preferred; equivalent relevant experience may be considered.
  • Series 52 and Series 63 licenses, or the ability and willingness to obtain required licenses within an established timeframe.
  • Knowledge of fixed income products, capital markets, or investment services preferred.
  • Strong analytical, mathematical, and problem-solving skills with the ability to interpret market data and trends.
  • Excellent verbal and written communication skills with a demonstrated ability to develop professional relationships.
  • Strong organizational skills with the ability to prioritize multiple responsibilities while maintaining a high level of accuracy.
  • Proficiency with Microsoft Office applications, particularly Excel.
  • Willingness to learn and develop new skills. 

Experience is not required! We are willing to train while you learn on the job and study to pass the necessary financial exams. 

Skills Required

  • Bachelor’s degree in Finance, Economics, Mathematics, Business, or a related field, or equivalent relevant experience
  • Series 52 and Series 63 licenses, or the ability and willingness to obtain them within the established timeframe
  • Knowledge of fixed income products, capital markets, or investment services
  • Strong analytical, mathematical, and problem-solving skills
  • Ability to interpret market data and trends
  • Excellent verbal and written communication skills
  • Ability to develop professional relationships
  • Strong organizational skills and ability to prioritize multiple responsibilities accurately
  • Proficiency with Microsoft Office applications, particularly Excel
  • Willingness to learn and develop new skills

Central Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Central Bank and has not been reviewed or approved by Central Bank.

  • Retirement Support — A two-part 401(k) combines a 50% match on the first 6% contributed with an automatic 4% nonelective employer contribution, with auto-enrollment and auto-escalation. Employer funds vest on a graded schedule reaching 100% at five years.
  • Leave & Time Off Breadth — PTO for full-time staff starts at 18 days per year and increases with service up to 27 days, and the organization follows the Federal Reserve holiday schedule. Part-time employees accrue PTO on a pro‑rata basis.
  • Healthcare Strength — Medical, dental, vision, and prescription coverage are offered with eligibility typically beginning the first of the month after hire, alongside HSA and FSA options. Life, AD&D, and short- and long-term disability plus an EAP enhance health and protection.

Central Bank Insights

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The Company
HQ: Jefferson City, Missouri
2,779 Employees
Year Founded: 1902

What We Do

Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states. Central Bank specializes in community banking, with a particular focus on delivering leading-edge technology through its network of more than 150 facilities operating in Missouri, Kansas, Illinois, Colorado, Iowa, Tennessee, North Carolina, Florida, and Oklahoma, as well as more than 22,000 ATMs nationwide. Member FDIC. "Strong Roots. Endless Possibilities."​ reflects our long-standing commitment to the communities we serve, as well as our commitment to delivering high-quality, leading-edge financial products and services that help our customers and communities grow and succeed. As our product and service offerings continue to expand, we assure you that our commitment to the community will only grow stronger. All of our lending decisions are made locally in the community you live. Equal Opportunity Employer–minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.

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