Sales and Service Representative III

Position Description:
Open deposit accounts; deliver consumer and business products and services; loan products sold are credit card, checkline reserve and consumer non-real estate loans; identify referrals for branch and specialty partner sales; complex service and maintenance. Aligned with a Financial Sales Manager when there is enough branch sales opportunity to support another full time sales associate.

Principal Accountabilities:

Sales Scorecard:
Achieve sales scorecard expectations.
Achieve sales results with an appropriate distribution of performance across products that align with intended job functions and market opportunity.
Achieve sales results that align with the needs of the community and ultimately support the organizational commitment to diverse lending.

Sales & Service - Relationship Expansion:
Develop and implement a customer outreach plan for retaining relationships and sourcing new business through the existing portfolio.
Use a needs based, customer centric selling approach to create value for both the customer and the bank.
Regularly create value added conversations with customers in servicing interactions to uncover opportunities to expand or retain a relationship.
Engage partners as appropriate to fulfill the needs of the customer.

Risk Mitigation:
Adhere to all regulations and Bank policies, procedures and delegated authorities.
Manage credit, operational, reputational, regulatory and legal risks related to personal interactions, customer transactions and financial exposures.
Act as a first line of defense in the identification of risk.
Complete required training and any Continuing Education by established deadlines.

Position Requirements:
Basic Qualifications:
High school diploma or GED with a minimum of 2 years experience in a sales, customer service, or lending role.


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