GENERAL FUNCTION:
A sales position with a primary focus on sales development and relationship
building through the promotion of deposits, loans, fee-based services
and the retention of customers. Responsible for selling a full range
of banking products and services to existing and prospective customers
while providing specialized customer care. Utilize and promote the Retail
Sales and Service process, using the prescribed tools and interacting
with the Customer/Financial Service Representatives for referral activity.
ESSENTIAL
DUTIES & RESPONSIBILITIES:
# Sales/Goals Function
# Consistently meet or exceed sales goals for loans, deposits, and
fee income, as set by management.
# Handle the commercial loan process, as prescribed within the financial
center environment, by establishing the relationship, determining
business needs, making recommendations for those applications passed
to the appropriate loan officer and maintaining relationship as appropriate.
# Oversee the complete consumer loan process following approved guidelines.
# Consistently meet or exceed brokerage sales/referral goals as set
by management; and achieve goal in annualized revenue to retain (i)
designation.
# Maintain a well-developed working knowledge of the complete line
of products and services offered, taking responsibility to keep up
to date and request assistance for further development needs.
# Promote company products and services by regularly soliciting internal
customers for expanded business and referrals, to assist in the continuing
growth of the office and company.
# Initiate and maintain customer contact through a variety of methods,
including but not limited to customer interaction on the line and
platform, telemarketing, and attending various seminars and community
events.
# Maintain the sales environment, and actively participate in regular
sales and office staff meetings, the execution of sales contests,
monthly Blitzes and other motivational activities.
# Actively participate in the telemarketing process within the financial
center, utilizing the marketing resources and other various tools.
# Establish close relationships with assigned business partners, such
as Mortgage, Business Banking Officers and Brokerage Representatives
to ensure that established goals for each business line is met.
# Provide guidance to the Customer/Financial Service Representatives
in the referral/sales process.
# Customer Service
SUPERVISORY RESPONSIBILITIES:
None
Job Requirements
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
College degree or equivalent combination of education and experience
required. Pass lending test requirements to achieve appropriate level
of lending authority. Must have appropriate licensing of 6, 63 and
insurance. Able to sell independently from the Brokerage Investment
Executive. Work involves ability to perform advanced math functions
with capability to analyze credit and financial information. Position
involves contact with the public, necessitating the ability to present
a professional image. Work requires the ability to properly read and
write well enough to communicate in both oral and written form. Position
requires an in-depth knowledge of retail policies and procedures in
order to utilize good judgment in making sound decisions.
Tags: Admin
& Clerical : Banking
Jobs : Financial
Services Jobs
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