About This Role
This sales position focuses on acquiring, growing, and retaining bank customers, specifically those in the Preferred Program and mass affluent prospects. The role involves proactively contacting and servicing customers, conducting needs-based assessments, and engaging partners to fulfill client financial needs.
Responsibilities
- Execute on retail strategies and tactics to increase Preferred Program households, fulfill customer needs, and provide an excellent customer experience
- Build deep relationships with customers to earn status as a trusted advisor by leveraging the consultative sales and service process
- Demonstrate ability to simplify and communicate complex financial concepts
- Maintain the sales and service environment by actively participating in financial center huddles and meetings to support sales and motivational activities
- Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers
- Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs
- Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with an Investment Executive
- Initiate and maintain customer and prospect contact through a variety of methods, including customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events
- Keep current on activity within the business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively provide new solutions for current and future financial needs
- Be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined
- Be accountable for always doing the right thing for customers and colleagues, and ensure that actions and behaviors drive a positive customer experience
- Achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types while operating within the Bank's risk appetite
Requirements
- College degree or equivalent combination of education and experience
- Experience in a sales environment
- Experience in the financial industry
- Pass consultative selling skills certification and complete ongoing educational requirements as prescribed
- Series SIE, 6, 63 and insurance licenses required
- For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period
- Demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment
