Financial Sales Rep Flex

About Marquette Bank

If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!

Position Summary

As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers' existing relationships, as well as determine the need for additional retail financial products to increase customer profitability. You will have extensive contact with customers and potential customers requiring listening and probing skills to identify sales opportunities.

Essential Duties And Responsibilities

• Increase relationships with assigned customer portfolio: Plan and execute telephone calling program for assigned customer portfolio, to introduce new products and services
• Develop consultative selling relationship through personal contact via telephone, mail and appointments with customers
• Increase profitability of portfolio by increasing deposits, loans, investments and insurance, according to annual goals
• Analyze customer needs and promote appropriate products and services
• Identify external opportunities for new customers, including personal and professional contacts
• Promote and sell bank products to other area businesses, at expos and other community events
• Maintain a comprehensive tickler file including customer information and future sales opportunities
• Process the necessary applications, forms and other required documentation to properly set up accounts and loans within regulatory and Bank guidelines
• Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, adhering to the Bank's internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.

Knowledge/Abilities/Experience And Training Required

• High School graduate or equivalent
• Minimum of 2 years financial sales or comparable experience
• Willingness to sell the Bank's services on a proactive basis
• Strong interpersonal skills including good oral communication, effective listening skills and quality customer service skills
• Demonstrated ability to handle difficult and sensitive business situations
• Solid analytical, creative and problem-solving abilities
• Excellent time management skills and ability to coordinate multiple projects

Physical Demands

• Regularly required to remain in a stationary position
• Rarely required to move about inside the office to access file cabinets, office machinery, etc.
• Frequent communication with staff and clients
• Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds

Work Environment/Conditions

• The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Employee is regularly required to remain in a stationary position
• Rarely required to move about inside the office to access file cabinets, office machinery, etc.
• Frequent communication with staff and clients
• Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds

We Care About You

We Care About You. Marquette Bank's total rewards package, for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE FunRewards checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards package, please visit: https://emarquettebank.com/about-us/benefits.

Equal Opportunity Employer/Vet/Disability

We are an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.