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Unclassified - Apopka, FL

posted 2 months ago

Full-time - Entry Level
Apopka, FL

About the position

This entry-level sales position focuses on sales development and relationship building by promoting banking products and services, including deposits, loans, and fee-based services. The role emphasizes customer care and aims to retain existing customers while attracting new ones. The employee will utilize the Branded Sales and Service process and collaborate with Customer/Financial Service Representatives to enhance referral activities.

Responsibilities

  • Maintain awareness of various market segments and understand how solutions support each market.
  • Meet or exceed sales goals for loans, deposits, and fee income as set by management.
  • Oversee the complete consumer loan process following approved guidelines.
  • Meet or exceed brokerage referral goals as set by management.
  • Maintain a well-developed knowledge of the complete line of products and services offered.
  • Promote company products and services by soliciting internal customers for expanded business and referrals.
  • Initiate and maintain customer contact through various methods, including telemarketing and community events.
  • Maintain the sales environment and participate in sales and office staff meetings.
  • Participate in the telemarketing process within the financial center.
  • Establish close relationships with assigned business partners to meet established goals.
  • Provide guidance to Customer/Financial Service Representatives in the referral/sales process.
  • Utilize the FNA to build thorough customer information for optimal financial solutions.
  • Provide a consistent and premier customer experience across all touch points.
  • Promote excellent customer relations and provide professional resolution of problems.
  • Establish relationships with the customer base through knowledge of account ownership.
  • Assist in ensuring the financial center is neat and orderly.

Requirements

  • Strong sales skills and ability to meet sales goals.
  • Excellent customer service skills and a friendly demeanor.
  • Ability to build and maintain customer relationships.
  • Knowledge of banking products and services.
  • Ability to work collaboratively with team members and business partners.

Nice-to-haves

  • Experience in telemarketing or sales in the financial services industry.
  • Familiarity with customer relationship management tools.

Benefits

  • Health insurance coverage
  • 401k retirement savings plan
  • Paid holidays
  • Professional development opportunities
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