Bank Specialist (Part-Time)

Zig Tekeste Agency; California (MO); On-site; USD 40,000 - 60,000; Full time

Job summary

Zig Tekeste Agency seeks a Bank Specialist to join a national insurance partner network. The role centers on educating clients about bank products and handling transactions.

Bi-lingual candidates are highly preferred. You will develop leads, manage client relationships, and contribute to deposits and loan targets while delivering clear, friendly financial guidance.

Qualifications

• No bank experience required; willingness to learn and adapt.
• Strong problem solving skills and comfort with basic numbers.
• Excellent interpersonal skills and ability to explain banking concepts clearly.

Responsibilities

• Maintain certification to market bank products including loans, credit cards, and accounts.
• Contact prospects and develop leads; manage leads from first contact.
• Develop action plans to reach goals and close sales.
• Set appointments for reviews and follow-ups with clients.
• Nurture relationships with affiliates and referral networks.
• Assist in achieving deposit and loan balances targets.

Skills

Bilingual

Customer service

Sales ability

Job description

Join the nation's #1 insurance company as a Bank Specialist (BS). BSmembersfocus on the education and transaction of our bank products with niche groups. Bi-lingual candidates highly preferred (Spanish, Japanese, Korean, Mandarin, Amharic, Tigrinya, & Punjabi). Previous bank employees or mortgage loan originators are favorable but no direct experience required. Compensation is base + bonus. Must be comfortable interacting with all kinds of people an as expert in bank and financial matters. Strong problem solving skills, comfortable working with basic numbers, and a generalunderstanding of money matters that areimportant to everyday people is a must. Ideal job for current college students looking for valuable work experience and a great income.

Responsibilities include:

• Maintain company bank certification to marketcompany bank products which includes loans (vehicle/home/business), credit cards, and checking/saving accounts
• Contacting and reaching out to prospects (leads are provided by agency but there is also an expectation that BS members develop their own lead resources)
• Develop action plans to reach goals
• Manage leads from the first point of contact
• Close sales and identify roadmap of where client needs to go next
• Set appointments for annual reviews
• Maintain relationships developed by agent with various affiliates
• Assist agent in achieving $15 million in new bank deposits and outstanding loan balances