To use your prior banking experience (preferably teller) to sell products to new and existing customers and service customers contributing to the growth and profitability of Firstrust. Strive to retain present customers and develop new business by extending a high quality of service while being alert to the needs of the customers to suggest additional products and services available. To provide friendly, efficient, and courteous service to all community banking office customers/patrons. Will have a strong base salary with sales goals.
Financial Sales Representative will be accountable to meet monthly sales/service goals.
Will always set a positive example in all areas of leading the branch team.
Will be extremely proficient at uncovering needs and using consultative sales to build relationships.
Will make proactive customer courtesy calls daily.
Self-starter who consistently looks for solutions to meet our customers’ current and long term financial goals.
Ability to recognize opportunities to refer alternative solutions such as investments, private banking, mortgages, commercial
Loans or any other bank partners to help meet/exceed our customers’ needs.
Ensures compliance with all audit and security procedures.
Ensures compliance with all Bank policies and procedures and federal regulatory guidelines.
Will ensure all work is completed accurately and follows up with any outstanding customer or operational issues.
Provides/ensures superior customer service and proactively resolves all customer issues.
Takes ownership and accountability of customer issues and complaints.
Will be responsible for supervisory decisions when necessary.
Will help with training personnel as necessary.
Will support and help to drive the sales and service process.
Understands and complies with all audit policies and procedures.
When needed will conduct audits, i.e., teller, vault, ATM etc.
Will comply with all opening and closing procedures.
Demonstrates teamwork through flexibility and maintains effective communication with other departments to achieve Community Banking objectives and goals.
Partners with all areas of the Bank to provide seamless service to our customers.
Continuously looks for ways to improve the overall team performance.
Best in Class Quality Customer Service
Demonstrates behaviors consistent with our Mission/Values.
Holds others accountable and insists the team demonstrates the behaviors consistent with our Mission/Values.
The FSR must have strong listening and verbal communications skills for extensive telephone work and person to person. The position requires excellent interpersonal, analytical and problem-solving skills. The FSR must have the ability to learn and sell bank products and services. Also must have the ability to function in a financial institution/branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, currency counter, etc.
The Financial Sales Representative will have some supervisory responsibility as needed. They will assist and support the Branch Manager/ Service Manager in overall branch operations and service. They are responsible for daily/weekly sales goal reporting and metrics.
In addition to weekday hours, this position requires some flexibility to work at weekends and be available for scheduling during the Monday-Friday hours.
Knowledge - Skills & Abilities:
High School diploma required, post high school education preferred or equivalent experience.
Must be a team player committed to success and achieving results.
Must have a thorough knowledge of Bank and of all retail products and services.
Must be knowledgeable in all areas of branch operations and be able to run a teller window as needed.
Excellent communication and human resource skills.
Firstrust - 20 months ago