Job Description
Description:
Identify financial sales opportunities and refer or close sales based
on customer product needs. Provide accurate information in an efficient
and professional manner. Knowledge of consumer and business accounts
as well as lending experience preferred. Accurate/timely preparation
and completion of all on-line documents/follow up required. Meet or
exceed assigned goals relative to quality, quantity and referrals.
Work on some Saturdays
will be required. May also be assigned to work at a different branch
on a temporary basis.
Requirements:
12 months sales experience in banking preferred and/or 12 months minimum
sales experience required. Series 6 and Life/Health/Variable Annuities
Licenses are preferred. Strong sales ability and teamwork skills.
Excellent communication skills, PC literate. Demonstrated competency
in product knowledge, analytical skills, and problem resolution. Ability
to deliver exceptional customer service.
Education:
High school diploma or equivalent required
Tags: Admin
& Clerical : Banking
Jobs : Financial
Services Jobs
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