Virtual Banking Sales Specialist I

1st-Source-Bank; South Bend (IN); On-site; USD 42,000 - 62,000; Full time

Job summary

1st Source Bank seeks an Electronic Sales Specialist I for the Virtual Branch in South Bend, IN. You will engage customers using digital tools to meet service, sales, and operations goals, while advising on deposit and loan products and cross-selling offerings.

The role requires a background in retail banking, strong PC skills, and the ability to work collaboratively in a fast-paced environment. Bachelor's degree preferred; NMLSR certification is required.

Qualifications

• Three or more years of retail banking experience preferred.
• Solid understanding of cash management products and business services.
• NMLSR certification required; bachelor's degree preferred.

Responsibilities

• Assist customers with Virtual Branch technology to meet service and sales goals.
• Cross-sell and up-sell bank products and services as needed.
• Process consumer deposits and loans using available technologies.
• Monitor website activity and proactively engage potential and current clients.
• Collaborate with brick-and-mortar branches to support Virtual Branch customers.

Skills

Retail banking

Customer service

Communication skills

Problem solving

Tech affinity

Education

Bachelor’s degree preferred

NMLSR certification

Tools

Salesforce

MS Office

Insight CRM

Job description

1st Source Bank seeks an Electronic Sales Specialist I for the Virtual Branch in South Bend, IN. You will engage customers using digital tools to meet service, sales, and operations goals, while advising on deposit and loan products and cross-selling offerings.

The role requires a background in retail banking, strong PC skills, and the ability to work collaboratively in a fast-paced environment. Bachelor's degree preferred; NMLSR certification is required.