Financial Services Representative

1 week ago


Poughkeepsie, New York, United States Ulster Savings Bank Full time
Job Title: Financial Services Representative

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.
Requirements:
  • 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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