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Financial Services Advisor
2 months ago
Are you considering a career shift or embarking on a new professional journey with a thriving organization known for its exceptional workplace culture? You’ve come to the right place. Join us as we strive to become the premier community bank in the nation. Our guiding principle is Working Together. Building Success. By becoming a part of Peoples Bank, we will collaborate to help you achieve your professional aspirations, just as we assist countless clients in reaching their financial objectives.
Peoples Bank stands among the top 150 banks in the United States, operating 130 full-service branches across multiple states. We also maintain Specialty Finance offices in various locations. As a community-focused bank, we dedicate our resources to enhancing the communities we serve. Our foundation has significantly contributed to local organizations, showcasing our commitment to community improvement.
We take pride in our national recognitions that highlight our workplace culture and affirm our status as a great banking institution:
- American Banker Best Banks to Work For
- Top Workplaces USA national award
- Newsweek's America's Best Banks
Our associates are responsible for embodying the culture and values of our organization. This involves fostering a positive and collaborative work atmosphere, acting with integrity and professionalism, and delivering exceptional customer service. We aim for your success; therefore, reliability in attendance and actively pursuing performance goals are crucial for contributing to the success of both your team and the organization.
Role Overview:
This position entails professional sales responsibilities within retail banking, focusing on attracting new clients and retaining existing ones.
Key Responsibilities:
Engage proactively with customers to meet their financial needs through direct sales and referrals while providing outstanding service. The role involves conducting customer interactions in person, via phone, or through video conferencing, as well as at various external events, employing a sales approach centered on ethical, needs-based solutions. Responsibilities include:
- Identifying customer needs and referring them to specialized partners for mortgage and retirement solutions.
- Delivering exceptional customer service with a friendly demeanor and a proactive attitude.
- Building and maintaining a strong customer base, ensuring timely and responsive communication.
- Upholding confidentiality and trust in all customer interactions.
- Managing financial transactions accurately and efficiently.
- Acquiring and applying knowledge of consumer lending products to facilitate loan generation.
- Demonstrating self-motivation and assertiveness in a sales-driven environment.
- Transforming service encounters into meaningful discussions to uncover additional customer needs.
- Meeting or exceeding sales referral targets as established by management.
- Maintaining a comprehensive understanding of the bank's products and services.
- Initiating conversations to identify customer needs and effectively refer them to appropriate business partners.
- Completing required training on bank policies and procedures.
- Interpreting various documents related to banking operations.
- Providing solutions to customer issues and utilizing organizational resources effectively.
- Adhering to operational standards for security and compliance.
- Conducting regular outreach to clients and prospects to achieve branch calling goals.
- Evaluating lending ratios and product opportunities based on data analysis.
- Consistently achieving sales objectives.
- Identifying and addressing customers' financial needs to enhance their financial well-being.
- Participating in special projects as assigned.
- Minimum of 1 year of experience in needs-based sales.
- Prior experience in customer-facing roles is essential.
- Excellent communication and customer service skills.
- A collaborative team player with strong interpersonal abilities.
- Ability to make informed decisions and represent the bank positively.
- Self-motivated with a professional demeanor.
- Ability to engage customers in meaningful dialogue.
- Must meet background and credit standards for NMLS credentials.
- Proficient in learning new technology and applications.
- Trustworthy and capable of maintaining confidentiality.
- Reliable transportation and willingness to travel for training and meetings.
- High School Diploma or GED; relevant experience or training preferred.
- Minimum of 1 year of needs-based sales experience.
- Reliable transportation is necessary.
- Willingness to travel for training and branch support as needed.
If you require assistance with this application due to a disability, please reach out for accommodations or alternative application processes.
