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View salary and benefits informationConducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. May require a bachelor's degree. Completion of the FINRA Series 6 Investme more...
Conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. May require a bachelor's degree. Completion of the FINRA Series 6 Investme more...
Conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. May require a bachelor's degree. Completion of the FINRA Series 6 Investme more...
The Financial Products Licensed Sales Representative I assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative I requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative I may require a bachelor's degree or its equivalent. Typically reports to more...
The Financial Products Licensed Sales Representative II assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative II requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative II may require a bachelor's degree or its equivalent. Typically reports more...
The Financial Products Licensed Sales Representative III assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative III requires series 7 and 66 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative III may require a bachelor's degree or its equivalent. Typically repor more...
The Customer Sales and Service Representative requires a high school diploma or equivalent. Processes basic branch service transactions to ensure customer satisfaction. Being a Customer Sales and Service Representative typically reports to a supervisor or manager. Being a Customer Sales and Service Representative may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. more...
The Customer Sales and Service Senior Representative researches and resolves account issues or customer inquiries. Processes basic branch service transactions to ensure customer satisfaction. Being a Customer Sales and Service Senior Representative requires a high school diploma or equivalent or in a related area. Promotes organizational products and services by referring current or prospective customers to other departments within the organization. In addition, Customer Sales and Service Senior Representative typically reports to a manager or head of a unit/department. Working as a Customer S more...
Operates a vehicle over established route[s] to deliver and sell products. May be expected to render services and collect money from customers. Relies on instructions and pre-established guidelines to perform the functions of the job. Must be licensed to operate a vehicle. Licensing requirements depend on the state. Must have a "satisfactory" driving record. more...
This is an incentive eligible position. Responsibilities include developing new prospects, establishing customers, and selling an organization's products and/or services. May require an associate's degree or its equivalent with 2-4 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager or he more...
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