What are the responsibilities and job description for the FSR (Financial Sales Representative) position at Builtwell Bank?
As a Builtwell Financial Sales Representative, you will be the first building block with our customers that helps them achieve their financial goals by having conversations with them where you listen for clues that help you understand how to meet their financial needs. You will have the opportunity to meet with customers and prospects both in person and by phone to determine financial goals and needs, and meet those needs by proactively offering appropriate products, services, and trusted financial advice.
Job Duties and Primary Responsibilities:
FSR responsibilities include, but are not limited to the following:
- Represent Builtwell Bank with integrity inside the branch and in the community and ethically work within established policies and procedures while delivering world class, second to none customer service.
- Actively participate as a dynamic team member to help branch personnel achieve target goals by identifying customer needs and providing trusted financial advice about Builtwell solutions.
- Execute required number of outbound calls and customer conversations based on the branch’s needs to acquire new customer relationships and deepen and enhance existing customer relationships.
- Educate customers and prospects on emerging bank technology and digital solutions such as mobile banking, online banking, ATM solutions, and mobile deposit in order to make life better and easier for Builtwell Bank Customers.
- Possess the mindset that “Every customer is my customer,” and take ownership and resolution of customer issues.
- Deliver “Warm Transfer” referrals to an internal team of experts when additional financial goals and needs are uncovered.
Required Qualifications
- High school diploma or GED
Skills and Competencies
- Basic computer skills
- Excellent communication skills (critical thinking and listening skills)
- Stellar customer service skills
- Demonstrated successful sales performance.
- Ability to learn and follow financial center operation and security procedures.