Financial Sales Representative II

About the role

The FSR is responsible for selling the bank's products and services to existing and new prospects. The FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves the bank's cross-sales goals.

Responsibilities

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to his or her job.
• Must be certified in the Financial Sales Representative Program and participate in the Sales Incentive Program.
• Opens new accounts and maintains existing accounts according to the established policies and procedures of the Bank.
• Consults with customers and prospects to identify products and services that will meet the customer/prospect financial objectives.
• Sell and cross-sell bank products and services to existing and potential customers.
• Participate in all Center functions necessary to contribute to the achievement of the center earnings and growth objective.
• Encourage participation in various community and civic activities in the center service area to enhance customer relationships and attract new business.
• Telemarketing existing and potential customers for account servicing and additional sales opportunities.
• Aid in the management of the center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
• Pursue the appropriate follow-up for new and existing relationships within the Business Financial Center.
• Participate in sales meetings and training programs to obtain and refine product knowledge and selling skills.
• Ensure proper documentation requirements are met for all accounts maintained by the Business Financial Center.
• Utilize Chexsystems and OFAC as part of the new accounts opening procedures.
• Process and maintain accurate CIP information.
• Demonstrate a thorough working knowledge of the Bank's established policies and procedures.
• Commitment to teamwork and a focus on delivering The Citizens Experience.
• Actively participate in Products Knowledge and The Citizens Experience.

Qualifications

• High school diploma or general education degree (GED)
• One year of new accounts experience in a financial institution similar to ours

Supervisory Responsibilities

There are no supervisory responsibilities.

Salary Range

$20.00 To $23.00 Hourly

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.