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About the Role

This role focuses on generating revenue by building a strong referral network and actively participating in community events. The primary goal is to grow the existing customer base and acquire new customers through effective needs assessments and tailored product recommendations.

Responsibilities

• Meet with current and potential customers to discuss financial requirements and sell appropriate financial services products.
• Identify customers with additional profit potential and develop action plans to expand relationships.
• Conduct needs assessments and recommend insurance products and services.
• Refer customers to licensed Wealth Management Financial Consultants as appropriate.
• Identify cross-sell opportunities and refer customers to other sales representatives.
• Provide superior and courteous service to promote products and expand customer relationships.
• Exceed customer expectations in terms of accuracy, efficiency, courtesy, and professionalism.
• Participate in community organizations to promote the bank's image and develop sales leads.
• Open deposit accounts ensuring all documentation, policies, and procedures are adhered to.
• Participate in bank sales campaigns and promotions, exceeding targets.
• Ensure compliance with Bank's policies, procedures, and government regulations.
• Update and maintain individual sales tracking records for performance review.
• Perform related duties for training and development purposes.
• Perform all assigned duties under Bank's compliance programs and related laws & regulations.
• Successfully complete all mandatory training on compliance and regulations.
• Perform all other duties as assigned.

Requirements

• 5+ years of product sales, customer relationship management, in the branch banking industry or related environment.
• Currently holding a substantial customer portfolio/customer base is a big plus.
• Knowledge of retail banking consumer and commercial products, loan products, financial reports, branch banking operations and procedures, and banking laws and regulations.
• Strong sales and marketing as well as business development skills.
• Ability to multi-task, handle large volumes, tight turnarounds, and multiple deadlines.
• Ability to analyze and plan financial solutions for customer portfolios.
• Minimum mobility to work in an office setting; sit for prolonged periods; operate office equipment including computer keyboard; reach with hands and arms.
• Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.
• Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills.
• Ability to interact with all levels of management and staff.
• Hear in the normal audio range with or without correction.
• Specific vision abilities required include close vision and the ability to adjust focus.

Skills

• Sales
• Marketing
• Business Development
• Customer Relationship Management
• Needs Assessment
• Financial Planning
• Communication
• Interpersonal Skills
• Organizational Skills
• Analytical Skills
• Multi-tasking

Location

• Office setting

Work Type

• Full-time
• Onsite

Experience Level

• 5+ years

Education Level

• Bachelor's degree in business, banking, finance, economics or related field is preferred.
• Life and Health Insurance licenses preferred.

Salary/Compensations

• USD $70,000.00/Yr. - USD $85,000.00/Yr.

Benefits

• Full benefits

About the Company

• Standard office environment. Noise level in work environment is usually average.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.