FSR (Financial Sales Representative)

Builtwell Careers • Chattanooga, TN

3d

About The Position

As a Builtwell Financial Sales Representative (FSR), you are an initial point of contact who helps customers achieve their financial goals. You meet with customers and prospects in person and by phone, listen to understand their financial needs, and proactively offer appropriate products, services, and trusted financial advice. You represent Builtwell Bank within the branch and community, contribute to branch goals, help customers use the bank’s digital solutions, and take ownership of customer issues.

Requirements

• High school diploma or GED.
• Basic computer skills.
• Excellent communication skills, including critical thinking and listening.
• Strong customer service skills.
• Demonstrated successful sales performance.
• Ability to learn and follow financial center operating and security procedures.

Responsibilities

• Represent Builtwell Bank with integrity in the branch and community, follow established policies and procedures, and deliver high-quality customer service.
• Participate as a team member in helping branch personnel achieve target goals by identifying customer needs and providing advice about Builtwell solutions.
• Make the required number of outbound calls and conduct customer conversations based on branch needs to acquire new relationships and deepen existing ones.
• Educate customers and prospects about mobile banking, online banking, ATM solutions, mobile deposit, and other emerging bank technology and digital solutions.
• Take ownership of customer issues and work toward resolution, maintaining the mindset that every customer is your customer.
• Provide warm-transfer referrals to internal experts when additional financial goals or needs are identified.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED