Financial Sales Representative Flex

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time 4.1 Sales Bolingbrook, IL, US

3 days ago Requisition ID: 2230

About Marquette Bank

If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!

Come be a part of something bigger at Marquette Bank.

Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.

$17.05-$18.75/hour base pay PLUS incentives! Plus $2.00/hour additional compensation for flex position. Join our dynamic sales team with a competitive base salary and additional earning opportunities through an achievable and rewarding incentive structure!

Flex positions are required to have a flexible schedule and the ability to travel to multiple branches as scheduled.

The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant’s qualification, experience, education and skills.

Position Summary

As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers’ existing relationships, as well as determine the need for additional retail financial products to increase customer profitability. You will have extensive contact with customers and potential customers requiring listening and probing skills to identify sales opportunities.

The Financial Sales Representative Flex is required to have a flexible schedule and the ability to travel to multiple branches as scheduled. The representative must be comfortable working with different employees and customers on a daily basis.

Essential Duties and Responsibilities:

Increase relationships with assigned customer portfolio:

• Plan and execute telephone calling program for assigned customer portfolio, to introduce new products and services
• Develop consultative selling relationship through personal contact via telephone, mail and appointments with customers
• Increase profitability of portfolio by increasing deposits, loans, investments and insurance, according to annual goals
• Analyze customer needs and promote appropriate products and services

Increase customer portfolio:

• Use walk-in branch traffic opportunities to identify customer needs and promote appropriate products
• Identify external opportunities for new customers, including personal and professional contacts
• Promote and sell bank products to other area businesses, at expos and other community events
• Maintain a comprehensive tickler file including customer information and future sales opportunities
• Process the necessary applications, forms and other required documentation to properly set up accounts and loans within regulatory and Bank guidelines
• Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations; adhering to the Bank’s internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.
• Perform job-related responsibilities that support departmental and organizational goals, consistent with the scope and purpose of the position.

Knowledge/Abilities/Experience and Training Required:

• High School graduate or equivalent
• 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

Physical Demands:

The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Employee is regularly required to remain in a stationary position
• Employee may need to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Employee is regularly required to operate a computer and other office productivity machinery (i.e., a calculator, copy machine and computer printer).
• Employee may need to constantly position themselves in the office in order to retrieve files from upper and lower drawers
• Employee in this position frequently communicates with staff and clients and must be able to exchange accurate information in these situations
• Employee may need to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Employee specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus

Work Environment/Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

We Care About You.

Marquette Bank’s total rewards package, for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE FunRewards checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards package, please visit: https://emarquettebank.com/about-us/benefits .

Equal Opportunity Employer/Vet/Disability