The Financial Solutions Consultant’s (FSC) primary focus is building lasting relationships while providing sound financial advice and helping match customized banking solutions with consumer and small business customer needs. Ultimately these results-oriented team members leverage the customer conversation process, principles, and sales tools to bring the age of opportunity to everyone – maximizing new and existing deposit relationships by cross-selling retail banking products for the good of the customer and the profitability of the bank. Manage customer contact leads to generate new clients and uncover and seize opportunities to strengthen existing customer relationships. Demonstrate exceptional customer service while assisting and resolving daily customer inquiries for account maintenance.
Support branch profitability by exceeding all personal sales goals as determined by management.
Uncover sales and service opportunities to achieve personal sales goals through direct selling and referral of Mortgage loans, small business loans and investment products and services.
Generate new accounts, cross-sell and refer bank products and services while adhering to bank policies and guidelines as well as federal and state regulations.
Conduct outbound sales calls using bank-generated customer and prospect lists and identify opportunities to maximize each customer relationship and ensure primary use of banking services.
Proactively collaborate with partners in Wealth Management and Commercial Banking to find and refer new business opportunities based on customer segmentation criteria to ensure customers receive the proper level of service through the correct line of business.
Assist customers with account inquiries, closures, collections, returns and ensure all customer maintenance and issues are resolved in a timely manner with daily follow-up.
Work closely with the Workplace Solutions Officer to generate new bank @ work opportunities to acquire new customers by way of business development.
High School Diploma or General Education Degree (GED) required. Work experience may NOT substitute for education requirement. Bachelor’s degree preferred or equivalent professional experience.
Two years of consultative and proactive sales experience required. Retail banking experience preferred. One year of outside business development preferred.
Required: Must have/acquire (NMLS) Nationwide Mortgage Licensing System.
Preferred: Life and Health insurance licenses, Series 6 (Limited-Investment Securities License), Series 63 (Uniform Securities Agent)