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Senior Banking Sales Consultant

2 months ago


St Louis, Missouri, United States FirstBank Full time
Position Overview

Senior Banking Sales Consultant

This role, Senior Banking Sales Consultant, may also be referred to as Personal Banking Advisor, Financial Services Consultant, or Client Relationship Manager.

At FirstBank, we recognize you as a "consultant" because of your expertise. Individuals in this role possess a comprehensive understanding of both operational and sales aspects within a retail banking environment.

Key Responsibilities


Enhancing existing client relationships while establishing new ones by identifying their needs and offering tailored solutions utilizing a full range of banking products.


Promoting the adoption of alternative banking solutions by articulating the benefits of services such as Online Banking, Bill Payment, ATM access, Debit Cards, Mobile Banking, and Customer Support.


Striving to meet branch and personal sales targets through proactive engagement with clients.


Maintaining and expanding client relationships by reaching out to maturing accounts and following up on leads and referrals.


Accompanying branch management on business visits and engaging with merchant representatives to initiate sales opportunities.


Driving profitability and enhancing client satisfaction by understanding client needs and suggesting additional banking products that may be beneficial.


In retail branches, fostering relationships with store associates to maximize cross-selling opportunities.


Boosting sales and cross-sell potential by participating in promotional events, outreach calls, and community activities.


Contributing to the bank's objectives in achieving Community Reinvestment Act goals through active involvement in community service initiatives.


Collaborating with management to define effective sales strategies aimed at achieving sales and referral objectives.


Delivering exceptional client service by efficiently opening new accounts and managing existing products as requested by clients. Providing accurate information regarding rates, terms, and fees for all services, ensuring compliance with necessary disclosures.


Identifying client borrowing needs and facilitating consumer loan applications, assisting in the processing and closing of loans. NMLS registration is required.


Supporting commercial and small business clients with inquiries regarding products and account management.


Assisting with wire transfers and other operational tasks as needed.


Providing guidance to Banking Specialists I and II on products, services, policies, and procedures.

Qualifications

  • High School Diploma or Equivalent
  • Prior cash-handling experience is preferred
  • A minimum of 24 months of sales and/or banking experience is preferred
  • Life License (LB) is preferred
  • NMLS registration is required
  • Demonstrated sales abilities
  • Strong analytical skills
  • Excellent customer service skills, including both written and verbal communication
  • Proficiency in using a PC and alpha/numeric keyboard
  • Flexible work schedule, including possible Saturday shifts
About FirstBank

Join a growing organization that is genuinely dedicated to its employees and clients. As part of the FirstBank family, you will be affiliated with one of the largest independent banks in the United States. We take pride in our century-long growth and success and are excited about our future.Diversity Commitment

At FirstBank, our greatest strength lies in the diversity of our workforce. Our mission is to leverage the varied backgrounds and experiences of our associates to foster personal and professional growth throughout the organization. We actively seek to hire individuals from diverse backgrounds and encourage all interested candidates to apply.

FirstBank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.