The In-Store environment provides an opportunity for daily, face-to-face interaction with thousands of prospects and potential clients. In-store is a full service, fast paced, unique channel of Retail Banking that offers the ability to interact with clients, and prospects both inside and outside the branch.
In-Store teammates will be required to provide industry leading service while assisting with and supporting all aspects of service, sales and transaction activities in the branch. Individual sales goals will be assigned based on branch opportunities and needs.
Ability to handle a variety of tasks and priorities accurately and efficiently according to established processes and guidelines during the course of a business day including but not limited to:
Deposits and withdrawals
Payments and transfers
Consignment item sales
Develop and expand new client relationships through:
Utilizing resources to conduct consultative conversations and provide financial solutions that meet clients needs across all product and service lines - not limited to deposit and credit products
Identify and make appropriate referrals to other lines of business
Promote SunTrust products and services through public address announcements on the host store's public address system (where applicable), as well as prospecting for new client relationships throughout the host store.
Licensed FSR Roles hold additional responsibility for identifying opportunities for insurance and investment products. Licensed FSR Roles may hold insurance licenses (Life, Health and/or Variable) and/or hold FINRA Series 6 and 63 registrations; and must maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration; have the ability to meet or exceed minimum performance standards specific to investments and insurance.
Time spent in various aspects of this role will vary depending upon branch traffic and needs and the role of other teammates in the branch. Work schedule may include Saturdays and Sundays. Must adhere to applicable regulations, internal controls, policies, procedures and the SunTrust Code of Conduct.
Handles a variety of tasks and priorities during the course of a business day. Uses skills, ability and aptitude to deliver industry leading service, performs routine client maintenance requests, problem resolution and basic sales functions as well as basic Teller transactions. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve personal and business clients. Contributions made to meeting or exceeding client service and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. Consistently follows defined procedures for bank operations and client service behaviors that contribute to delivering an extraordinary client interaction. Exercises knowledge of risk management and loss prevention. Supervision and/or assistance needed with more complex tasks.
High school diploma or equivalent.
Six months experience as a Teller or Client Service Specialist at SunTrust, or an equivalent position at a comparable financial institution; or one year experience in a sales and service based position in a retail environment, which includes cash handling responsibilities with established processing procedures and controls.
College level courses in subject areas such as business, finance or accounting.
One year experience as a Client Service Specialist at SunTrust, or an equivalent role at another comparable financial institution.
Demonstrates ability to interact confidently with clients.
Ability to identify, evaluate and resolve client financial needs.
DC-Washington-Safeway 14th & Kentucky