FSR (Financial Sales Representative)

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

• 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
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.