Financial Services Representative (Licensed Personal Banker)

About the role

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.

Skills

• Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
• Communication Skills – Interpersonal: Comfortable and confident with proactively engaging in conversation.
• Customer Service Skills: Builds trust and confidence with clients.
• Adaptability: Has the ability to learn and adapt quickly to new information and technology.
• Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships.
• Influence: Capable of building rapport with different personalities to drive positive results.
• Agility: Able to process information and move quickly through problem resolution.
• Application of a structured sales process
• Providing financial guidance and expertise
• Financial literacy
• Knowledge of retail banking products and services
• Consumer Banking
• Builds Productive Relationships
• Communication (Written and Verbal)

Responsibilities

• Sales - Achieve