The Sales and Service Specialist works in the branch and is responsible for greeting, servicing and selling to customers in the lobby and performing teller transactions. Responsibilities include functioning as a scheduled seller or teller depending upon banking center's specific needs. Your duties will include, but are not limited to the following:
Establishing, retaining and deepening relationships with branch customers and potential customers to achieve team sales goals and provide quality customer service.
Resolving complex service issues or referring to appropriate associate to guarantee customer satisfaction and retention.
Providing proactive sales activities of basic products while referring more complex requests (e.g., complex small business accounts or mortgages) to an associate with more in-depth expertise.
Processing transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.
Minimum of six months cash handling experience and customer service experience
Minimum of one year of successful sales experience in a goal and/or commission-based environment within the past three years
Ability to provide clients with information, data and advice, as well as respond to inquiries or complaints from customers and manage difficult situations with customers
Skilled in optimizing sales opportunities to existing and walk-in customers
Ability to generate new business by outbound calling and by reaching out into the local community
Entrepreneurial, ownership-oriented mindset
Careful attention to detail and organized
Excellent oral and written communication skills with exceptional influencing skills
Ability to work effectively as a team member and with customers
Strong analytical and problem solving skills. Ability to derive innovative solutions
Ability to establish credibility quickly with customers; demonstrate confidence in dealing with his/her peers
Strong work ethic and high integrity
Minimum of six months of teller experience with a successful balancing track record
Demonstrated leadership and assertiveness
Bilingual (fluent verbal and written) skills
Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
Bank of America - 2 years ago
Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries...