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**Sales and Service Representative**
Job Type: Full Time Location: Doylestown, PA Department: Retail Banking Position Summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service.
Qualifications Required:
* Associates degree in Finance or related field; or equivalent work experience
* 3 plus years related banking experience or an equivalent combination of education and experience
* Ability to work in a team environment
* Previous sales and customer service experience in a retail banking environment
* Strong computer skills (MS Office, etc.)
* High degree of attention to detail and ability to multitask
* Prior cash handling experience
* Ability to work all hours the branch is open
Essential functions and responsibilities:
* Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems
* Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards
* Engages in outbound calling efforts to establish new business
* Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales
* Demonstrates strong product knowledge and cross-selling aptitude
* Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks
* Has a working knowledge of all compliance regulations and bank policies and procedures
* Must be capable of developing relationships with customers/prospects and be creative in solving problems
* Participates in community events in conjunction with Bank sponsorships, marketing, and networking
* Demonstrates and promotes Meridian Banks Core Values: Our Partners, Our People, Our Bank and Our Communities
* Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
* Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
* Communicates with management and coworkers in order to integrate goals and activities
* Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Banks compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
* Other duties as assigned.
Success factors/job competencies:
* Organizational and time management skills
* Ability to work with little or no supervision
* Excellent interpersonal and communication skills
* Timely and regular attendance
* Completes work in a timely manner
* Actively seeks coaching
Physical demands, work environment, and location:
* *Physical Demands*: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
* *Work environment:* The noise level in this environment is minimal
* *Location:* Various Meridian Bank locations as assigned.
Full Time
$43k-54k (estimate)
05/06/2024
05/19/2024
meridianbanker.com
SCOTTSDALE, AZ
200 - 500
2004
GERALD ERNST
$50M - $200M
Banking
Meridian is an innovative community bank providing a comprehensive array of financial services to businesses, professional practices and individuals in PA, NJ, DE and MD. In addition to a broad-based commercial lending portfolio, specialties include SBA lending, commercial and consumer real estate financing, residential mortgages, private banking, cash management and electronic payments processing. Meridian focuses on tailored financial solutions designed by experienced bankers and delivered through efficient, technological channels. Meridian also offers equipment financing through Meridian Eq ...
uipment Finance and investment management through Meridian Wealth Partners, both subsidiaries of Meridian Bank. Member FDIC | Equal Housing Lender
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The following is the career advancement route for Sales and Service Representative positions, which can be used as a reference in future career path planning. As a Sales and Service Representative, it can be promoted into senior positions as a Sales Rep., Sr. (Bio-Medical Equip. & Supplies) that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales and Service Representative. You can explore the career advancement for a Sales and Service Representative below and select your interested title to get hiring information.