Job description
Position pays a minimum of $18.50. There is a pay increase of $1.00 after 6 months of employment, an increase of $.50 an hour after the 1st year of employment, and eligibility for a merit increases at 18 months. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. The monthly average incentive can range from $0 if no goals are met to $300 if goals are exceeded. Quarterly incentive up to $1,000 and annual incentive up to $2,000.
- Produces sales based on daily / monthly / quarterly / annual budgeted goals. Responsible for generating new business for the banking center based on generating own leads. During the first year, and thereafter as needed, will follow leads generated from targeted marketing campaigns.
- Responsible for reaching specified annual goals to be set by the Business Development Manager and Retail Executive.
- Spends up to 15-25% of time engaged in outside sales, marketing bank products to target clients outside the banking center by contacting potential consumers, businesses, and community/civic organizations to promote goodwill and generate new business; explaining appropriate bank products to target audience; interviewing clients to obtain information and explain available financial services; taking loan applications, quoting rates and closing loans with clients; cross selling new products to current bank clients. Expected to engage in a minimum of 3 sales activities daily.
- Explains, promotes and/or sells bank products and services as identified through conversing with clients and prospects, including consumer deposit and loan products, business deposit and loan products, and treasury management products.
- Supports the Business Development Manager in executing sales plans.
- Responsible for actively participating in local organizations, such as the local Chamber of Commerce.
- Provides “fast, easy, and personal” service consistent with the Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner and making them feel welcome, and taking ownership in all situations ensuring follow through and a timely resolution.
- Works to develop commercial and consumer business relationships through inside sales, including, but not limited to, appointment setting, follow-up on calls, and identifying and qualifying leads.
- Plays an essential role in finding the right solutions for clients.
- Maintains up-to-date knowledge of all bank products and services, as well as any changes in regulations and legislation affecting the bank’s products and services.
- Demonstrates the ability to effectively use bank technology.
- When delegated by the Business Development Manager, responsible for implementing all banking center operations procedures, including accurate documentation of banking transactions, implementation of compliance requirements, and overall operational integrity.
- Communicates directly with clients in person, by telephone, or through correspondence regarding account inquiries.
- Accepts ownership in all client service situations ensuring follow through and a timely resolution.
- Completes all documentation pertaining to the opening of personal and business account products, ensuring that all information is correct and properly recorded per requirements.
- Keeps supervisor and management abreast of all situations that require special attention.
- Adheres to bank’s compliance, security, and operational policies and procedures as well as financial loss standards.
- Maintains client information in complete confidence.
- Understands, embodies, communicates, and instills corporate initiatives and vision, including the Six Pillars of Success.
- Ability to work with the more complex, high touch client relationships.
- Completes other specified duties as assigned.
- Regular attendance required, working at the work site during regular business hours and/or assigned hours.
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