FSR (Financial Sales Representative)

Builtwell Bank; Alabama; On-site; USD 36,000 - 60,000; Full time

Job summary

Builtwell Bank is seeking a Financial Sales Representative to start conversations with customers, listen for goals, and offer tailored products and trusted advice to meet financial needs. You will meet clients in-branch and by phone, building relationships and helping customers move toward their financial goals.

In this front-line role, you will educate customers on digital banking tools, work with a team to achieve branch targets, and handle inquiries with integrity.

Qualifications

• High school diploma or GED is required.
• Experience in banking or financial services is a plus.

Responsibilities

• Represent Builtwell Bank with integrity inside the branch and in the community.
• Identify customer needs and provide trusted financial advice about Builtwell solutions.
• Execute outbound calls to acquire new customer relationships and deepen existing ones.
• Educate customers on digital banking tools such as mobile and online banking.
• Own and resolve customer issues.
• Deliver Warm Transfer referrals to internal experts when goals are uncovered.

Skills

Basic computer skills

Excellent communication skills

Demonstrated successful sales

Follow financial procedures

Education

High school diploma or GED

Job description

• Travel Required : Yes

Description

As a Builtwell Financial Sales Representative, you will be the first building block with our customers that helps them achieve their financial goals by having conversations with them where you listen for clues that help you understand how to meet their financial needs. You will have the opportunity to meet with customers and prospects both in person and by phone to determine financial goals and needs, and meet those needs by proactively offering appropriate products, services, and trusted financial advice.

Job Duties and Primary Responsibilities:

FSR responsibilities include, but are not limited to the following:

• Represent Builtwell Bank with integrity inside the branch and in the community and ethically work within established policies and procedures while delivering world class, second to none 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.

Required Qualifications

• High school diploma or GED

Skills and Competencies

• Basic computer skills
• Excellent communication skills (critical thinking and listening skills)
• Demonstrated successful sales performance.
• Ability to learn and follow financial center operation and security procedures.

Travel Required

Qualifications

Behaviors

Preferred

Enthusiastic

Shows intense and eager enjoyment and interest

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Dedicated

Devoted to a task or purpose with loyalty or integrity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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