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Financial Services Representative
Ooltewah Financial Center - Full Time
(9312 Apison Pike)
Must be available within hours of operation:
Monday thru Thursday 8:00a - 5:15p
Friday 8:00a - 6:15p
Saturday 8:30a - 1:15p
Average 40 hours/week
The primary focus of the Financial Services Representative (FSR):
is to develop and retain long-term and profitable customer relationships to maximize financial center revenue growth and to do so while maintaining high customer service and procedural standards. FSRs deliver trusted financial advice and high levels of customer value by matching Company products and services to customer needs and goals. Duties of the FSR include: proactively cross-selling existing customers; managing and coordinating all aspects of the customer's financial relationship with Company, including but not limited to education on the financial planning process, credit, deposits, small business products, investment and insurance products; partnering with the customer and Company specialists to identify the customer's specific financial goals, dreams and needs; delivering personalized product/service recommendations and working with the customer to implement financial plans either directly or by leveraging the appropriate Company specialists or alternate delivery channels; proactively monitoring ongoing customer needs and market trends; and meeting individual sales goals and assisting with financial center team goals. FSR has the additional responsibilities of supporting the financial center manager with coaching of other teamates and some non-sales responsibilities. Function as financial center manager in that individual''s absence.
High school diploma and some sales experience with proven, high performing sales results required.
Fundamental understanding of general financial center operations. Proficient understanding of the components of Deposit products, Credit products, Small Business products, and Alternative Delivery options. Understanding of and ability to sell the benefits of and refer Financial Planning, Investments, and Insurance products (depending on certification levels). Ability to work independently and collaborate effectively as a team member. Strong follow-up. Ability to turn service and problems into sales. Excellent verbal (face-to-face and telephone) and written communication skills, interpersonal and relationship building skills. Excellent consultative sales and cross-selling skills. Awareness of financial market trends (e.g., general state of market, rates, consumer concerns). Ability to identify needs and make appropriate recommendations based on customer profiles. Proficiency with PC based special applications.
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that individual will operate honestly, fairly, and efficiently.
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