Unclassified - Chicago, IL
posted about 2 months ago
Full-time - Entry Level
Chicago, IL
About the position
This entry-level sales position focuses on sales development and relationship building by promoting banking products and services, including deposits, loans, and fee-based services. The role involves selling to both existing and prospective customers while ensuring specialized customer care and utilizing the Branded Sales and Service process.
Responsibilities
- Maintain awareness of various market segments and understand how solutions support each market.
- Meet or exceed sales goals for loans, deposits, and fee income as set by management.
- Oversee the complete consumer loan process following approved guidelines.
- Meet or exceed brokerage referral goals as set by management.
- Maintain a well-developed knowledge of the complete line of products and services offered.
- Promote company products and services by soliciting internal customers for expanded business and referrals.
- Initiate and maintain customer contact through various methods, including telemarketing and attending seminars.
- Maintain the sales environment and participate in regular sales and office staff meetings.
- Participate in the telemarketing process within the financial center.
- Establish close relationships with assigned business partners to meet established goals.
- Provide guidance to Customer/Financial Service Representatives in the referral/sales process.
Requirements
- Strong sales skills and ability to meet sales goals.
- Excellent customer service skills and a friendly demeanor.
- Ability to build and maintain customer relationships.
- Knowledge of banking products and services.
- Effective communication skills.
Nice-to-haves
- Experience in telemarketing or sales in the financial services industry.
- Familiarity with customer relationship management tools.
Benefits
- Health insurance coverage
- 401k retirement savings plan
- Paid holidays
- Professional development opportunities
