Sr. Financial Sales Advisor
Hiring Company: Confidential
Job Type: Full Time
Salary: Not Specified
Experience Desired: 0 - 2 Years
Last Update: Mar 15, 2010 06:02:00 AM
Full Job Description:
Market retail banking products and services to mass market customers in order to grow, retain and maximize profit for the bank. Offer banking solutions to customers after capturing the customer profile conversation on CMS. Utilize CMS for leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries. Objectives: 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. Requirements: 1. Bachelors degree in Business, Finance or equivalent professional experience. 2. Two years of retail banking experience. 3. Health & Life insurance and 6/63 securities licensing and prior investment sales experience preferred. 4. Excellent oral and written skills. 5. Must exhibit a very friendly and helpful attitude along with the ability to interact positively with customers and co-workers. 6. Demonstrate ability to identify customer needs and implement an effective solution in a rapid growth environment. 7. Must be able to meet deadlines and pressure to attain banking center sales while delivering an excellent customer experience. 8. PC and calculator skills. 9. Must have assertive communication skills along with a focus for sales.
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