Senior Financial Services Representative
3 weeks ago
A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.
Qualities of a successful candidate:
- Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
- Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
- Customer Service Skills: Builds trust and confidence with clients
- Adaptability: Has the ability to learn and adapt quickly to new information and technology
- Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
- Influence: Capable of building rapport with different personalities to drive positive results
- Agility: Able to process information and move quickly through problem resolution
Responsibilities:
The essential functions of the job include, but are not necessarily limited to, the following:
- Proactive outreach to generate appointments for sales conversations
- Sales conversations to understand banking needs and financial goals
- Open deposit accounts and originate loans (including real estate secured loans)
- Identify referrals for wealth, mortgage and business/commercial banking
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