Bank Specialist (Part-Time)
About The Position
Join the nation's #1 insurance company as a Bank Specialist (BS). BS members focus on the education and transaction of our bank products with niche groups. Bi-lingual candidates highly preferred (Spanish, Japanese, Korean, Mandarin, Amharic, Tigrinya, & Punjabi). Previous bank employees or mortgage loan originators are favorable but no direct experience required. Compensation is base + bonus. Must be comfortable interacting with all kinds of people an as expert in bank and financial matters. Strong problem solving skills, comfortable working with basic numbers, and a general understanding of money matters that are important to everyday people is a must. Ideal job for current college students looking for valuable work experience and a great income. Responsibilities include: Maintain company bank certification to market company bank products which includes loans (vehicle/home/business), credit cards, and checking/saving accounts Contacting and reaching out to prospects (leads are provided by agency but there is also an expectation that BS members develop their own lead resources) Develop action plans to reach goals Manage leads from the first point of contact Close sales and identify roadmap of where client needs to go next Set appointments for annual reviews Maintain relationships developed by agent with various affiliates Assist agent in achieving $15 million in new bank deposits and outstanding loan balances
Requirements
- Must be comfortable interacting with all kinds of people an as expert in bank and financial matters
- Strong problem solving skills
- Comfortable working with basic numbers
- General understanding of money matters that are important to everyday people
Nice To Haves
- Bi-lingual candidates highly preferred (Spanish, Japanese, Korean, Mandarin, Amharic, Tigrinya, & Punjabi)
- Previous bank employees or mortgage loan originators are favorable
Responsibilities
- Maintain company bank certification to market company bank products which includes loans (vehicle/home/business), credit cards, and checking/saving accounts
- Contacting and reaching out to prospects (leads are provided by agency but there is also an expectation that BS members develop their own lead resources)
- Develop action plans to reach goals
- Manage leads from the first point of contact
- Close sales and identify roadmap of where client needs to go next
- Set appointments for annual reviews
- Maintain relationships developed by agent with various affiliates
- Assist agent in achieving $15 million in new bank deposits and outstanding loan balances
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
