Menu

Financial Sales Representative

in Baxter County, AR

Job Description

1. Contribute to the achievement of branch sales goals through a consultative sales approach with new and existing customers following the sales process defined in the CFB Retail Sales Playbook.

2. Recognize selling opportunities and effectively cross-sell bank products and services.

3. Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings. Must work effectively with centralized underwriting department.

4. Refer qualified customers to specialized sales forces.

5. Provide exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer. Acknowledge customer complaints and follow established complaint process to ensure customer satisfactions.

6. Handle customer transactions quickly, accurately, and efficiently, adjusting speed to traffic flow. If appropriate, maintain and balance cash drawer following the established guidelines.

7. Maintain in-depth knowledge of products and services, including digital services and delivery options. Support customer usage of products and services that will provide the services they need in the manner most convenient for them. Maintain in-depth knowledge of competitors' products, practices, facilities, and prices in order to effectively sell bank products.

8. Participate in branch promotions and marketing initiatives.

9. Understand and comply with bank policy, laws regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

Copy Link

Job Posting: 3101260

Posted On: Oct 22, 2021

Updated On: Nov 22, 2021