Financial Sales Specialist — Flexible & Incentive-Driven

Marquette Bank; Bolingbrook (IL); On-site; USD 23,000 - 28,000; Full time

Benefits offered by this job

Health insurance

401(k) Salary Savings Plan

Employee Stock Ownership Plan (ESOP)

Free FunRewards checking

Job summary

Marquette Bank in Bolingbrook, IL is seeking a Financial Sales Representative with a flexible schedule to service a portfolio of bank customers and identify opportunities for new products and services.

You will travel to multiple branches, grow deposits, loans, investments and insurance, and maintain strong customer relationships through proactive outreach and consultative selling. Relevant sales experience and strong interpersonal skills are essential.

Qualifications

• 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.

Responsibilities

• Increase relationships with assigned customer portfolio by planning and executing telephone calls to introduce new products and services.
• Develop consultative selling relationships through personal contact via telephone, mail and appointments with customers.
• Increase portfolio profitability by increasing deposits, loans, investments and insurance according to annual goals.
• Analyze customer needs and promote appropriate products and services.
• Use walk-in branch traffic to identify customer needs and promote products.
• Identify external opportunities for new customers including personal and professional contacts.
• Promote and sell bank products to other area businesses at expos and community events.
• Maintain a comprehensive tickler file with customer information and future sales opportunities.
• Process applications and documentation to set up accounts and loans within regulatory and Bank guidelines.
• Adhere to Bank Secrecy Act, CRA and other regulations and internal policies.

Skills

Interpersonal skills

Communication

Sales experience

Customer service

Training willingness

Education

High School diploma or equivalent

Job description

Marquette Bank in Bolingbrook, IL is seeking a Financial Sales Representative with a flexible schedule to service a portfolio of bank customers and identify opportunities for new products and services.

You will travel to multiple branches, grow deposits, loans, investments and insurance, and maintain strong customer relationships through proactive outreach and consultative selling. Relevant sales experience and strong interpersonal skills are essential.