Banking Sales & Service Specialist

FirstBank Florida; United States; Hybrid; USD 32,000 - 45,000; Full time

Job summary

First Bank is seeking a Sales and Service Representative to promote banking products and services within the branch network.

The role involves direct sales, referrals, and participation in marketing campaigns to achieve branch goals while ensuring compliance with policies and regulations. The candidate will handle inquiries, open accounts, assist with loan processing, and maintain accurate records.

Qualifications

• High School Diploma or Associate’s Degree required.
• 2–3 years of experience in financial services, sales or customer service.
• Ability to work flexible and non-traditional hours, including weekends and holidays.

Responsibilities

• Promotes banking products and services through direct sales and referrals.
• Responds to client inquiries and seeks guidance for issues beyond authority.
• Develops and retains client relationships and cross-sells products.
• Performs data entry for account openings and loan processing.
• Assists with timely processing and disbursement of loan products.
• Maintains records and ensures regulatory compliance.

Skills

Banking product knowledge

Customer service

Data entry / keyboarding

Regulatory compliance

Interpersonal skills

Teamwork

Education

High School Diploma

Associate's Degree

Tools

Keyboarding

Job description

JobSummary
TheSales and Service Representative, under the direction and guidance of theBranch Sales Assistant Manager, promotes all banking products and servicesthrough direct sales, referrals, and participation in marketing campaigns inaccordance with the organization’s sales culture to achieve personal and branchgoals, while ensuring compliance with policies and regulations.

Essential Responsibilities
-Attends and orients clients to bank products and services to affect the salesof bank products and services.

-Responds to and resolves routine client inquiries, informing andseekingguidance from management regarding the resolution of inquiries orissuesbeyondscope of authority.

-Develops and retains relationships with clientsand presents alternatives to their needs.

-Gathers information from clients and performsdataentry/keyboarding functions to affect the establishment of accounts,ensuring adherence to bank and regulatory account opening requirements andother organizational requirements.

-Affects application processing in accordancewith established documentation requirement procedures and performs functions to affectthetimely closing and disbursement of loan products.

-Verifies client’s availability of checking accounts funds.

-Maintains alog of the work area documents and forms.

-Complies with all related laws and regulations including but notlimitedto the Bank Secrecy Act, Truth in Savings, Truth in Lending andCommunityReinvestment Act.

-Prepares and submits production reports.

-Complieswith and supports the Branch Sales Culture,working plans andadministrative procedures, including but not limited to the Total Quality Program.

OtherResponsibilities
-Performs greeter duties when needed, ensuring compliance with theorganization’s service quality agenda.
-Assists management with special projects and tasks as requested.
-Performs other related duties as assigned.

Independence of Judgment
Very little exercise of independent discretion; the independence ofjudgment for this position is limited to defined and documented guidelines,policies and procedures. This position receives direction and guidancefrom members of the branch management team.

SupervisoryResponsibilities
Thisposition has no direct supervisory responsibilities.

Competencies
-Knowledge of the structure and content of the English language includingthe meaning and spelling of words, rules of composition, and grammar; theability to speak and comprehend the English language.

-Computer literate and proficient in keyboarding

-Interpersonal, organizational, and listening skills

-Knowledge of banking laws and regulations

-Knowledge of banking products and services

-Knowledge of administrative and clerical procedures; managing files and records; and other related functions

-Team work orientation

-Analytical, thinkingcapability

-Customer service orientation

Impact of Errors
The impact of errors of this position could affect activities related tothe position, unit and other departments, and the image of theorganization. Errors have financial, legal and regulatory implications.

Physical Demands
Reasonable accommodations may be made to enable individuals withdisabilities to perform the essential duties of this job. The employee isthis position is required to sit, stand, walk, use hands and fingers to performdata entry activities, reach, handle and manipulate objects; hear, and speak.Specific vision abilities required by this job include close and distancevision.

Minimum Requirements

High School Diploma from an accredited institution and 2 to 3 yearsexperience working in a financial services, sales or customer serviceenvironment or Associate’s Degree from an accredited institution of higherlearning

Experience in assessing clients needs to sell, promote, refer or cross sellvarious bank products and services

Ability to work flexible and non-traditional hours, including Saturday, Sundayand holidays

Disclaimer:

The above statements are intended to describe the general nature and level ofwork being performed by peopleassigned to this job. They are notindented to be an exhaustive list of all responsibilities, duties, skillsrequired of personnel so classified. The reporting relationship may notreflect the most recent changes tothe corporate reporting structure.

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