Financial Sales Pro - Flexible Hours & Incentives

ADP, Inc.; Oak Forest (IL); Hybrid; USD 40,000 - 43,000; Full time

Benefits offered by this job

Gym subsidy

Tuition reimbursement

Community involvement opportunities

Health insurance

Retirement plans: 401(k) ESOP

Job summary

Marquette Bank is hiring a Financial Sales Representative Flex to manage a customer portfolio and promote banking products. The role offers a base pay plus incentives and requires the flexibility to travel to multiple branches.

Join a dynamic sales team with opportunities for growth and an expansive benefits package. The position emphasizes customer relationship building, compliance, and achieving annual goals.

Qualifications

• Minimum of 2 years financial sales or comparable experience.
• Willingness to sell the Bank’s services on a proactive basis.
• Strong interpersonal skills including good oral communication, effective listening skills and quality customer service skills.
• Ability to successfully complete extensive product and sales training towards customer relationship development.
• Demonstrated ability to handle difficult and sensitive business situations.
• Solid analytical, creative and problem-solving abilities.
• Excellent time management skills and ability to coordinate multiple projects.

Responsibilities

• Increase relationships with assigned customer portfolio by planning and executing telephone calling programs.
• Develop consultative selling relationships through personal contact via telephone, mail and appointments.
• Increase profitability of portfolio by increasing deposits, loans, investments and insurance per annual goals.
• Analyze customer needs and promote appropriate products and services.
• Increase customer portfolio by using walk-in branch traffic to identify needs and promote products.
• Identify external opportunities for new customers through personal and professional networks.
• Promote and sell bank products at expos and community events.
• Maintain a comprehensive tickler file with customer information and future sales opportunities.
• Process applications and required documentation to set up accounts and loans within regulations.
• Adhere to all applicable laws and bank policies; support department and organizational goals.

Skills

Financial sales experience

Interpersonal skills

Communication skills

Customer service

Time management

Education

High School graduate or equivalent

Job description

Marquette Bank is hiring a Financial Sales Representative Flex to manage a customer portfolio and promote banking products. The role offers a base pay plus incentives and requires the flexibility to travel to multiple branches.

Join a dynamic sales team with opportunities for growth and an expansive benefits package. The position emphasizes customer relationship building, compliance, and achieving annual goals.