Financial Sales Rep Flex
About The Position
As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers’ existing relationships, as well as determine the need for additional retail financial products to increase customer profitability. You will have extensive contact with customers and potential customers requiring listening and probing skills to identify sales opportunities. The Financial Sales Representative Flex is required to have a flexible schedule and the ability to travel to multiple branches as scheduled. The representative must be comfortable working with different employees and customers on a daily basis.
Requirements
- High School graduate or equivalent
- Minimum of 2 years financial sales or comparable experience
- Willingness to sell the Bank’s services on a proactive basis
- Strong interpersonal skills including good oral communication, effective listening skills and quality customer service skills
- Ability to successfully complete extensive product and sales training towards customer relationship development
- Demonstrated ability to handle difficult and sensitive business situations
- Solid analytical, creative and problem-solving abilities
- Excellent time management skills and ability to coordinate multiple projects
Responsibilities
- Increase relationships with assigned customer portfolio: Plan and execute telephone calling program for assigned customer portfolio, to introduce new products and services
- Develop consultative selling relationship through personal contact via telephone, mail and appointments with customers
- Increase profitability of portfolio by increasing deposits, loans, investments and insurance, according to annual goals
- Analyze customer needs and promote appropriate products and services
- Increase customer portfolio: Use walk-in branch traffic opportunities to identify customer needs and promote appropriate products
- Identify external opportunities for new customers, including personal and professional contacts
- Promote and sell bank products to other area businesses, at expos and other community events
- Maintain a comprehensive tickler file including customer information and future sales opportunities
- Process the necessary applications, forms and other required documentation to properly set up accounts and loans within regulatory and Bank guidelines
- Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, adhering to the Bank’s internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.
- Perform other duties as assigned
Benefits
- expansive benefits package
- growth opportunities
- gym subsidy
- tuition reimbursement
- community involvement opportunities
- health insurance
- term life and disability insurance
- generous time off
- two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP)
- a FREE FunRewards checking account
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
