FSR (Financial Sales Representative)

Builtwell Bank; Tennessee; On-site; USD 30,000 - 45,000; Full time

Job summary

Builtwell Bank is looking for a Financial Sales Representative in Tennessee who will engage with customers to help them achieve their financial goals. The role involves representing the bank, providing exceptional customer service, and educating customers on innovative banking solutions. Candidates must have a high school diploma or GED and showcase skills in communication and sales performance. Join Builtwell Bank for an impactful career in financial services.

Qualifications

• Must possess basic computer skills.
• Excellent communication skills necessary for customer interaction.
• Successful sales performance is critical.

Responsibilities

• Represent Builtwell Bank with integrity in the branch and community.
• Actively participate as a team member to achieve branch goals.
• Educate customers on mobile banking and other digital solutions.

Skills

Basic computer skills

Excellent communication skills

Demonstrated successful sales performance

Critical thinking and listening skills

Education

High school diploma or GED

Job description

Hixson Branch
5109 Hixson Pike
Chattanooga, TN 37343, USA

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

• 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.

Preferred Qualities

• 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.