Virtual Banking Sales Specialist I

1st Source Bank; South Bend (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

1st Source Bank in South Bend, IN is seeking an Electronic Sales Specialist I for the Virtual Branch to help customers leverage technology for deposits, loans, and everyday banking.

You will assist customers, process transactions, cross-sell services, and collaborate with branches. Strong tech affinity and communication skills are essential to meet sales and service goals while maintaining compliance.

Qualifications

• Three or more years in retail banking or sales environment preferred.
• Strong ability to cross-sell and up-sell bank products and services.
• Comfort using technology to engage and assist customers online and in-branch.

Responsibilities

• Assist customers via Virtual Branch with deposits, loans and services using available technology.
• Monitor website activity and proactively engage potential and current clients.
• Cross-sell and up-sell bank products; consult on deposit/loan options to meet needs.

Skills

Retail banking

Sales

CRM tools (Insight)

MS Excel

MS Word

Communication

Independent work

Education

Bachelor’s degree preferred

NMLSR certification

Tools

Insight CRM

Salesforce

MS Office

Job description

1st Source Bank in South Bend, IN is seeking an Electronic Sales Specialist I for the Virtual Branch to help customers leverage technology for deposits, loans, and everyday banking.

You will assist customers, process transactions, cross-sell services, and collaborate with branches. Strong tech affinity and communication skills are essential to meet sales and service goals while maintaining compliance.