Sales and Trading Representative

Reposted 9 Hours Ago
Be an Early Applicant
Jefferson City, MO, USA
In-Office
Junior
Fintech • Software • Financial Services
The Role
The Sales and Trading Representative supports the sales and management of investment-grade bonds, maintaining client relationships, and ensuring compliance with regulatory standards.
Summary Generated by Built In
Job Summary & Responsibilities

As the Sales and Trading Representative, you will work with an investment team that specializes and focuses in the sales and management of investment grade bonds as part of the Fixed Income Trading department. Our products include, but are not limited to: Treasuries, agencies, mortgage-backed securities, money markets, and taxable and tax-exempt municipal bonds. 


We are looking for a professional with the ability to create and maintain relationships with institutional clients and financial advisors. You must be self-motivated and work to demonstrate proficiency in servicing all aspects of day-to-day sales and the trading of Fixed Income products in the management of each relationship.


This is a great opportunity to learn and build on a base understanding of economic fundamentals and market trends. We are seeking the right individual to fit with our investment team and will consider a broad range of applicants consisting of a few years of work experience to veteran salesmen and/or traders looking to expand on an existing book of business and interested in prospecting warm leads from customer accounts of a company with over 19 billion in assets. We may consider applicants requiring training if highly motivated, sales oriented, and passionate about learning as they work towards acquiring appropriate licenses. Compensation commensurate to relevant experience.


Responsibilities: 

  •  Serve as point of contact for internal and external clientele regarding Fixed Income related business
  • Aggregate and produce specified lists of current Fixed Income offerings by analyzing market metrics and conditions affecting relevant product
  • Continually monitor research applications for developments, industry impacts, and related news items to accurately inform accounts of events that could impact their holdings
  • Coordinate and stage trade allocations (new security/issue) and orders (secondary and existing positions)
  • Understand and comply with Municipal Securities Rulemaking Board requirements surrounding municipal bond transactions
  • Maintain and develop expertise in Fixed Income products and markets
  • Manage inventory of Fixed Income Security positions in compliance with internal policies
  • Maintain and develop relationships with investment dealers recognized as leaders in the finance industry
  • Ensure compliance with various regulatory agencies
  • Other duties as assigned
Preferred Qualifications

Qualifications: 

  •  Bachelor’s degree in Finance, Mathematics, Economics or related field preferred
  • Series 52 and 63 License OR willingness to attain
  • Knowledge of Fixed Income products desired
  • Attention to detail and accuracy
  • Excellent verbal and written communication skills
  • Excellent mathematical skills
  • Ability to prioritize and multi-task
  • Proficiency in Microsoft Office

Skills Required

  • Bachelor's degree in Finance, Mathematics, Economics or related field
  • Series 52 and 63 License OR willingness to attain
  • Knowledge of Fixed Income products
  • Attention to detail and accuracy
  • Excellent verbal and written communication skills
  • Excellent mathematical skills
  • Ability to prioritize and multi-task

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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