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Financial Sales Advisor

INTERTALENT

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Job Description:

Responsibilities:

Responsible for new account openings, cross-selling of all bank products, and exceptional customer service. Achieve sales goals established by manager through direct selling and referral of deposit, loan and investment products and services. Maximize the sale of retail products to all customers not in a portfolio. Strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers. Responsible for completing a consumer profile on new and existing customer in an effort to cross-sell and refer all bank related products and services to the appropriate banking personnel. Maintain daily records of products sold and other management reports as required. Responsible for all aspects of consumer direct and home equity related products, to include detailed benefit description, application acceptance and processing, as well as closing. Ensure all account and loan documentation meets consumer and business lending regulations, laws and policies. Demonstrate commitment and dedication by encouraging the support of the entire team toward the attainment of branch goals. Assist customers with all service inquiries.

Qualifications:
Bachelor's degree in Business, Finance or equivalent professional experience. Two years of proactive sales experience preferred. Health and Life insurance and prior investment sales experience preferred. Excellent oral and written skills (English and Spanish). Must exhibit a very friendly and helpful attitude along with the ability to interact positively with customers and co-workers. Demonstrate ability to identify customer needs and implement an effective solution in a rapid growth environment. Must be able to meet deadlines and pressure to attain banking center sales while delivering an excellent customer experience. PC and calculator skills. Must have assertive communication skills along with a focus for sales.

This position is available in Spring.

To continue with the process, please apply in our site>

www.intertalenjobs.com

About the Company:

Our company is growing in United States.

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