This full time position is located at 1837 Victory Boulevard, Staten Island, NY 10314
Manages customer portfolios and cross-sells Sovereigns products & services including annuities, investments and insurance products
Actively engages in customer outreach efforts focused on managing a weekly lead list. Leverages other lead sources to supplement weekly outreach efforts
Reviews customer information to pro-actively recommend and sell products or services to the customer and responds to all customer inquiries 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
Creates solution opportunities through outbound calls and in-branch meetings. Processes customer loan/credit line requests, and actively seeks qualified referrals from all customers
Provides consumer loan solutions for customers from origination through closing
Develops and maintains relationships with business partners to increase cross-sell opportunities and achieve sales goals
Develops and maintains relationship with in-branch partners and key external business partners an to increase cross-sell opportunities and achieve sales goals
Manages the account opening process with minimal errors and is comfortable with cash handling transactions (if applicable)
Provides deposit account solutions through effective implementation of the new account opening process. Completes basic cash handling transactions when necessary
Handles daily account maintenance and other service issues as necessary
Promptly responds to and anticipates customer requests by providing ongoing deposit account maintenance and overall relationship servicing
HS Graduate or Equivalent
3+ years in Retail sales and/or customer service experience.
Series 6 & 63, Life and Health
Excellent verbal communication and influence skills
High impact to effectively engage customers
Experience conducting consultative conversations in person and on the phone with proven close rates. Strategic planning skills and ability to build successful sales plans
Significant experience building strong relationships with the ability to generate new business by outbound calling, customer referrals and community involvement
Skilled in optimizing sales opportunities to existing and walk-in customers
Skilled in uncovering customer needs and providing relevant customer solutions in proactive and reactive scenarios
Strong financial and business acumen
Duties are performed in an office environment. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies, files, etc; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.
Job ID 50898
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.
Sovereign Bank - 9 months ago
Santander Holdings USA is the parent company of Sovereign Bank, which reigns in the Northeast with more than 700 branch locations. The bank ...