Impactful Financial Sales Rep - Flexible Schedule

Marquette Bank; Bolingbrook (IL); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Health insurance

Gym subsidy

Tuition reimbursement

Community involvement opportunities

Job summary

Marquette Bank is seeking a Financial Sales Representative Flex in Bolingbrook, IL to manage a portfolio of customers and grow profitability through proactive product recommendations. The role requires significant travel to multiple branches and a flexible schedule.

The position emphasizes customer relationships, consultative selling, and meeting annual sales goals, with a base pay and incentive structure described in the posting. Travel and exceptional customer service are key components.

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.
• Plan and execute telephone calling program for assigned customer portfolio, to introduce new products and services.
• Develop consultative selling relationship through personal contact via telephone, mail and appointments with customers.
• Increase profitability of portfolio by increasing deposits, loans, investments and insurance, according to annual goals.
• Analyze customer needs and promote appropriate products and services.
• Increase customer portfolio by using walk-in branch traffic opportunities to identify customer needs and promote appropriate products.
• Identify external opportunities for new customers, including personal and professional contacts.
• Promote and sell bank products to other area businesses, at expos and other community events.
• Maintain a comprehensive tickler file including customer information and future sales opportunities.
• Process the necessary applications, forms and other required documentation to properly set up accounts and loans within regulatory and Bank guidelines.
• Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations; adhering to the Bank's internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.
• Perform job-related responsibilities that support departmental and organizational goals, consistent with the scope and purpose of the position.

Skills

Interpersonal skills

Time management

Analytical thinking

Problem solving

Communication skills

Job description

Marquette Bank is seeking a Financial Sales Representative Flex in Bolingbrook, IL to manage a portfolio of customers and grow profitability through proactive product recommendations. The role requires significant travel to multiple branches and a flexible schedule.

The position emphasizes customer relationships, consultative selling, and meeting annual sales goals, with a base pay and incentive structure described in the posting. Travel and exceptional customer service are key components.