Financial Sales Advisor - Build Lasting Relationships

Builtwell Bank; Mother Lode West (CA); On-site; USD 32,000 - 46,000; Full time

Job summary

Builtwell Bank is seeking a Financial Sales Representative at the Jamestown branch to engage customers in person and by phone, listen for goals, and offer tailored financial solutions. You will meet with customers and prospects to determine needs and deliver appropriate Builtwell products and advice.

The role requires travel to meet customers and prospects, strong communication, and a proactive, service-driven mindset.

Qualifications

• High school diploma or GED is required.

Responsibilities

• Represent Builtwell Bank with integrity inside the branch and in the community and ethically work within established policies and procedures while delivering world class customer service.
• Actively participate as a dynamic team member to help branch personnel achieve target goals by identifying customer needs and providing trusted financial advice about Builtwell solutions.
• Execute required number of outbound calls and customer conversations based on the branch’s needs to acquire new customer relationships and deepen and enhance existing customer relationships.
• Educate customers and prospects on emerging bank technology and digital solutions such as mobile banking, online banking, ATM solutions, and mobile deposit in order to make life better and easier for Builtwell Bank Customers.
• Possess the mindset that “Every customer is my customer,” and take ownership and resolution of customer issues.
• Deliver “Warm Transfer” referrals to an internal team of experts when additional financial goals and needs are uncovered.

Skills

Basic computer skills

Communication skills

Sales performance

Follow procedures

Education

High school diploma or GED

Job description

Builtwell Bank is seeking a Financial Sales Representative at the Jamestown branch to engage customers in person and by phone, listen for goals, and offer tailored financial solutions. You will meet with customers and prospects to determine needs and deliver appropriate Builtwell products and advice.

The role requires travel to meet customers and prospects, strong communication, and a proactive, service-driven mindset.