Financial Services Representative
1 week ago
Ulster Savings Bank is seeking a highly skilled Financial Services Representative to join our growing Financial Services Department. As a key member of our team, you will be responsible for providing exceptional customer service, generating annual gross commissions, and promoting the Bank's financial products and services.
Key Responsibilities:- Collect and analyze customer information to determine the best financial products and services to meet their needs.
- Advise customers on the advantages and disadvantages of different financial products.
- Market, service, or promote the Bank's financial products and services.
- Generate a minimum of $250,000 in annual gross commissions.
- Develop a good working relationship with branch personnel, especially managers.
- Conduct product and referral training in the branches.
- Display a professional approach when dealing with customers.
- Contact all assigned leads on a timely basis for appointments.
- Develop and service your book of business.
- Schedule a minimum of 20 new appointments per week.
- Keep management aware of any customer problems and potential situations.
- Continually prospect to create new lead streams both within and outside of the institution.
- Identify potential opportunities and cross-sell all bank products and/or services to new and existing clients.
- Series 6/7, 63, 65 & Life Insurance License.
- Ability to Travel.
- Excellent written and verbal communication skills.
- Computer knowledge.
- Strong interpersonal skills.
- Good organizational skills.
- Ability to work independently.
- Ability to analyze data and exercise discretion and judgment in making decisions which affect the Bank and its subsidiaries.
- Minimum of (2) years of banking experience.
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Financial Services Representative
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