Personal Banking Representative I - Scotch Plains
Sovereign Bank - Scotch Plains, NJ

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This full time position is located at 2253 North Avenue, Scotch Plains, NJ 07076

Job Duties

Manages High Value customers and cross-sells Sovereign┬┐s products & services including Deposit, Credit, Investment and Insurance products

Reviews customer information to pro-actively recommend and sell products or services to the customer and responds to all customers inquiring and concerns to create positive solutions

Conducts customer appointments and engages in customer conversations following a prescribed sales process designed to effectively uncover customer needs and provide relevant customer solutions

Actively engages in customer efforts focused on managing a weekly lead list. Leverages other lead sources to supplement weekly outreach efforts

Develops and maintains relationships with business partners to increase cross-sell opportunities and achieve sales goals


Bachelors Degree or Equivalent

Licenses: Series 6, 63, and Life and Health

4 years of financial services sales experience

Identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position┬┐s primary duties & responsibilities.

Demonstrated knowledge of products and services for core banking products and investment product exposure

Excellent verbal communication and influence skills

High impact to effectively engage customers

Exceptional customer service skills, client first approach

Credible, trustworthy, professional image

Experience conducting consultative conversations in person and on the phone with proven close rates

Has a proven track record of acquiring and retaining High Value customer relationships by providing relevant solutions to meet customer needs

Strategic planning skills and ability to build successful sales plans

Strong financial and business acumen

Contact Information

Job ID 52096


Performs job requirement/responsibilities in compliance with applicable laws and regulations

To express interest in and be considered for a position, please provide your background information and work experience by completing the employment application in its entirety. Incomplete information may result in rejection of your application from consideration.

About this company
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Santander Holdings USA is the parent company of Sovereign Bank, which reigns in the Northeast with more than 700 branch locations....