Sales Associate (Full Time)

IBC•San Antonio, TX
•Onsite

About The Position

The Sales Associate provides efficient and accurate customer and financial services while delivering the “IBC Experience.” The role meets customers’ financial needs by offering bank products and services and establishing new relationships. This is a full-time, in-office position in the Retail Sales and Service department. The position supports branch operations, customer service, sales goals, and compliance. Responsibilities include assisting with branch opening and closing, maintaining inventory and supplies, supporting sales training, and traveling to assist other branches as needed. The listed duties describe the general nature of the work and are not an exhaustive list.

Requirements

  • High school graduate or GED equivalent.
  • Computer literate, including knowledge of Microsoft programs.
  • Skills in problem analysis, results focus, initiative, service orientation, quality focus, perseverance, resourcefulness, teamwork, and oral and written communication.

Nice To Haves

  • Bilingual in English and Spanish preferred.
  • At least 1 year of experience interacting with people preferred.

Responsibilities

  • Provide prompt, efficient, and friendly customer service consistent with the IBC Experience.
  • Promote bank products and services to meet customer financial needs through walk-in customer interactions, follow-up calls, onboarding, aisle time, and outreach activities.
  • Assist with branch opening and closing procedures and dual control.
  • Follow policies and procedures for the New Account Opening Process.
  • Support the Branch Manager in adhering to the Compliance Facility Checklist.
  • Maintain branch inventory and supplies.
  • Travel to assist other branches as needed.
  • Assist with and perform teller operations functions as needed.
  • Attend meetings and other events.
  • Maintain individual sales performance goals.
  • Respond promptly to customer complaints and communicate about them.
  • Assist with on-the-job sales training.
  • Perform other duties as assigned.
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