FSR (Financial Sales Representative)

Builtwell Bank • Chattanooga, TN

13d

About The Position

As a Builtwell Financial Sales Representative, you will help customers achieve their financial goals by listening to understand their needs and offering appropriate products, services, and trusted financial advice. You will meet with customers and prospects in person and by phone to determine their financial goals and needs. The role represents Builtwell Bank in the branch and community, supports branch goals, and delivers customer service while following established policies and procedures.

Requirements

• High school diploma or GED.
• Basic computer skills.
• Excellent communication, critical-thinking, and listening skills.
• 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 excellent customer service.
• Participate as a team member in helping branch personnel achieve target goals by identifying customer needs and providing trusted 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 bank technology and digital solutions, including mobile banking, online banking, ATMs, and mobile deposit.
• Take ownership of customer issues and work to resolve them.
• Provide warm-transfer referrals to internal experts when customers’ additional financial goals and needs are identified.
• Meet with customers and prospects in person and by phone to understand their financial goals and needs.

What This Job Offers

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