Financial Solutions Advisor

Builtwell Bank; Dalton (GA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Builtwell Bank in Dalton, GA is seeking a motivated Financial Sales Representative to start conversations with customers, listen to their goals, and offer appropriate financial solutions. You will engage with clients in person and by phone to understand needs and help them achieve their financial objectives.

As part of a collaborative team, you will conduct outbound calls to grow new relationships, promote digital banking tools, and deliver trusted guidance with integrity and professionalism.

Qualifications

• High school diploma or GED is required.

Responsibilities

• Represent Builtwell Bank with integrity in the branch and in the community while delivering outstanding customer service.
• Work as a dynamic team member to help branch personnel achieve target goals by identifying customer needs and providing trusted financial advice.
• Execute outbound calls and conversations to acquire new customer relationships and deepen existing ones.
• Educate customers on digital solutions such as mobile banking, online banking, ATM solutions, and mobile deposit.
• 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

Outbound calls

Customer service

Financial guidance

Digital banking tools

Education

High school diploma or GED

Job description

Builtwell Bank in Dalton, GA is seeking a motivated Financial Sales Representative to start conversations with customers, listen to their goals, and offer appropriate financial solutions. You will engage with clients in person and by phone to understand needs and help them achieve their financial objectives.

As part of a collaborative team, you will conduct outbound calls to grow new relationships, promote digital banking tools, and deliver trusted guidance with integrity and professionalism.