The Consumer Banking Representative is responsible for opening accounts, sales, and other related duties to include servicing and developing new customers. Serves as a liaison for sales and servicing of financial services and products. Actively seeks to convert prospects to clients.
Maintains and sells financial services to clientele by addressing both long-term and short-term goals through profiling. Identifies customer needs, maintains extensive knowledge of products and services, cross-sells, opens new accounts, calls on prospects and performs teleconsulting. Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required. Must be able to push/lift 30 lbs. Must be able to work evenings, weekends and holidays as assigned.
Actively sells financial services including referrals to cross-functional units as appropriate. Interviews, processes applications, and closes for all consumer credit products. Provides high level of quality service to customers. Trains new employees on operational procedures. Provides sales coaching and support to other CBRs. Processes a wide range of financial transactions to include but not limited to: cashing checks, accepting deposits, paying withdrawals, accepting payments, issuing cashier's checks and selling traveler's checks, etc. Balances individual cash. Opens and closes the vault. Performs duties as needed of Automated Teller Machine (ATM), Vault, Instant Teller and armored car transactions. Able to use cash dispensing units.
Identifies and secures new high and/or potentially high value consumer clients. Responsible for managing calling efforts, referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall unit/district goals. Trains new employees on sales procedures. Maintains close contact with customers and prospects, makes appreciation calls, public address announcements, aisle relationship building and is actively involved in the promotion and marketing of the Bank and its products and services. Performs Meeter/Greeter role in an assigned store on a rotating basis. The Meeter/Greeter is responsible for meeting and greeting each person who enters the store to assure that their needs are appropriately met by demonstrating and educating clients of the various delivery channels available for their banking convenience.
The qualified applicant for the Consumer Banking Representative position meets the following basic qualifications:
High school diploma; G.E.D. or equivalent work experience.
2 +years experience in consumer sales, marketing and customer service.
Demonstrated success in sales environment and exposure to training.
Demonstrated ability and desire to advance skills in various areas of personal finance including investments, insurance, mortgage, etc.
Demonstrated personal computer skills.
Demonstrated typing skills by sight.
Demonstrated verbal communication, sales, marketing and service skills.
Must be able to push/lift 30 lbs.
Must be able to work evenings, weekends and holidays as assigned.
May be required to stand for extensive periods of time.
Bank of Hawaii - 2 years ago
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Bank of Hawaii knows there's no place like home. The corporation is the holding company for Bank of Hawaii (familiarly known as...