Traveling Financial Solutions Advisor

Builtwell Bank; Fort Oglethorpe (GA); On-site; USD 35,000 - 55,000; Full time

Job summary

Builtwell Bank in Fort Oglethorpe invites a Financial Sales Representative to join our team. You will listen to customers’ financial goals and offer appropriate products and trusted advice in person or by phone to meet their needs.

Key duties include representing the bank with integrity, identifying customer needs, making outbound calls to develop relationships, and educating clients on digital banking tools to improve their daily banking experience. Travel required.

Qualifications

• High school diploma or GED is required.
• Proficiency with basic computer and banking software.
• Ability to learn branch operations and security procedures.

Responsibilities

• Represent Builtwell Bank with integrity inside the branch and in the community.
• Identify customer needs and provide trusted financial advice about Builtwell solutions.
• Make outbound calls to acquire new relationships and deepen existing ones.
• Educate customers on digital banking tools to simplify their banking experience.
• Take ownership and resolve customer issues in a timely manner.

Skills

Basic computer skills

Communication skills

Sales performance

Procedural adherence

Education

High school diploma or GED

Job description

Builtwell Bank in Fort Oglethorpe invites a Financial Sales Representative to join our team. You will listen to customers’ financial goals and offer appropriate products and trusted advice in person or by phone to meet their needs.

Key duties include representing the bank with integrity, identifying customer needs, making outbound calls to develop relationships, and educating clients on digital banking tools to improve their daily banking experience. Travel required.