BSR - San Marco
Partner with business and commercial bankers to sell business deposits and services into a relationship. Identify prospects for business deposits and services sales. Loan products sold are credit card and checkline reserve. Partners with a minimum of 2-3 business or commercial bankers.
Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecards. The results may include a requirement for individual contribution as well as team performance.
Develops and implements an individual sales & service activities plan that aligns with the team plan.
Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.
Effectively engages partners to develop holistic customer relationships.
Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur.
When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank.
Service & Sales Support and Referrals:
Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established.
Ensures service and referral activities are aligned to create value for both the customer and the bank.
Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship.
Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners.
Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments.
Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
Operations and Administration:
Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance.
Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities.
Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.
Performs general office management duties as assigned.
Completes required training by established deadlines.
Bachelor degree with a minimum of 2 years experience in a sales, financial services, or lending role.
High school diploma or GED with a minimum of 6 years experience in a sales, financial services, or lending role.
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Must complete federal registration and annual renewal as required by the SAFE Act.
Sales, referral and service skills to effectively sell the Banks products and make qualified referrals to Bank partners.
Other Preferred Requirements:
Advanced knowledge of features and benefits of various bank deposit products, and related policies and procedures.
Considerable knowledge of retail lending products and services and related policies and procedures.
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