financial sales representative

Marquette Bank

<div>About Marquette Bank
If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!
Come be a part of something bigger at Marquette Bank.
Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.
$16.50-$17.75/hour base pay PLUS incentives! Plus $2.00/hour additional compensation for flex position.
Join our dynamic sales team with a competitive base salary and additional earning opportunities through an achievable and rewarding incentive structure!
Flex positions are required to have a flexible schedule and the ability to travel to multiple branches as scheduled.
The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant&rsquo;s qualification, experience, education and skills.
Position Summary
As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers&rsquo; existing relationships, as well as determine the need for additional retail financial products to increase customer profitability. You will have extensive contact with customers and potential customers requiring listening and probing skills to identify sales opportunities.
 The Financial Sales Representative Flex is required to have a flexible schedule and the ability to travel to multiple branches as scheduled. The representative must be comfortable working with different employees and customers on a daily basis.
Essential Duties and Responsibilities:
Increase relationships with assigned customer portfolio:<ul><li>
Plan and execute telephone calling program for assigned customer portfolio, to introduce new products and services</li><li>
Develop consultative selling relationship through personal contact via telephone, mail and appointments with customers</li><li>
Increase profitability of portfolio by increasing deposits, loans, investments and insurance, according to annual goals</li><li>
Analyze customer needs and promote appropriate products and services</li></ul>
Increase customer portfolio:<ul><li>
Use walk-in branch traffic opportunities to identify customer needs and promote appropriate products</li><li>
Identify external opportunities for new customers, including personal and professional contacts</li><li>
Promote and sell bank products to other area businesses, at expos and other community events</li><li>
Maintain a comprehensive tickler file including customer information and future sales opportunities</li><li>
Process the necessary applications, forms and other required documentation to properly set up accounts and loans within regulatory and Bank guidelines</li><li>
Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, adhering to the Bank&rsquo;s internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.</li><li>
Perform other duties as assigned</li></ul>
Knowledge/Abilities/Experience and Training Required:<ul><li>
High School graduate or equivalent</li><li>
Minimum of 2 years financial sales or comparable experience</li><li>
Willingness to sell the Bank&rsquo;s services on a proactive basis</li><li>
Strong interpersonal skills including good oral communication, effective listening skills and quality customer service skills</li><li>
Ability to successfully complete extensive product and sales training towards customer relationship development</li><li>
Demonstrated ability to handle difficult and sensitive business situations</li><li>
Solid analytical, creative and problem-solving abilities</li><li>
Excellent time management skills and ability to coordinate multiple projects</li></ul>
 Physical Demands: The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Employee is regularly required to remain in a stationary position</li><li>
Employee may need to occasionally move about inside the office to access file cabinets, office machinery, etc.</li><li>
Employee is regularly required to operate a computer and other office productivity machinery (i.e., a calculator, copy machine and computer printer).</li><li>
Employee may need to constantly position themselves in the office in order to retrieve files from upper and lower drawers.</li><li>
Employee in this position frequently communicates with staff and clients and must be able to exchange accurate information in these situations.</li><li>
Employee may need to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Employee specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus</li></ul>
 Work Environment/Conditions
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
We Care About You. Marquette Bank&rsquo;s total rewards package, for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE FunRewards checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards package, please visit: https://emarquettebank.com/about-us/benefits.
You Belong Here. We offer an inclusive workplace to encourage, support and celebrate our diverse employees and the communities in which we work and serve. Our culture is built on a commitment to serve others. Working together, valuing each other and celebrating our uniqueness delivers a better financial future to our customers and neighbors. To learn more about our diversity and inclusion commitment, please visit: https://emarquettebank.com/about-us/diversity-and-inclusion-commitment
Equal Opportunity Employer/Vet/Disability</div>

Financial Sales Rep Flex - Full Time

RA Prime

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Swagat Collection

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Business Development Officer

IDS Solution

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sales executive credit card

Misak Commercial Broker

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Telesales Executive-Credit Cards

Century Bank Brokers

Job Summary:As a Credit Card Sales Agent, you will be responsible for promoting and selling credit cards to potential customers. Your role involves direct sales, whether through retail outlets, phone calls, or fieldwork, to drive credit card acquisition. You will engage with customers, explain product benefits, and help them choose the best credit card options suited to their needs. Achieving sales targets, maintaining excellent customer service, and building long-term customer relationships are key components of this position.Key Responsibilities:<ul><li>Identify and approach potential customers: Engage with customers in person, via phone, or through digital platforms to promote credit card products.</li><li>Explain product features: Clearly communicate the benefits, features, and terms of credit card products, ensuring customers understand the application process, eligibility, and fees.</li><li>Achieve sales targets: Meet or exceed monthly and quarterly sales quotas as set by the sales manager or organization.</li><li>Customer acquisition: Guide customers through the application process, assist with document collection, and ensure smooth onboarding.</li><li>Maintain customer relationships: Offer post-sale support, answer customer inquiries, and provide solutions to ensure a positive experience.</li><li>Stay updated on product knowledge: Keep up-to-date with the latest credit card products, terms, promotions, and competitors to provide the best service.</li><li>Cross-sell products: Where applicable, recommend other financial products (e.g., loans, savings accounts) based on customer needs.</li><li>Ensure compliance: Adhere to all relevant regulations and policies regarding the sales of credit card products, including privacy and confidentiality.</li></ul>Requirements:<ul><li>Education: High school diploma or equivalent (Bachelor's degree preferred).</li><li>Experience:</li><li>Prior experience in sales, particularly financial products or retail, is preferred.</li><li>Knowledge of credit card products and services is a plus.</li><li>Skills:</li><li>Strong communication and interpersonal skills.</li><li>Persuasive and confident with an ability to close sales.</li><li>Customer-service oriented with problem-solving capabilities.</li><li>Self-motivated, target-driven, and able to work independently.</li><li>Other Requirements:</li><li>Ability to work flexible hours, including weekends if necessary.</li><li>Knowledge of CRM systems or sales software is an advantage.</li><li>Willingness to travel locally for client meetings (if required).</li></ul>Benefits:<ul><li>Competitive salary plus commission/bonus based on performance.</li><li>Opportunities for career advancement and professional development.</li><li>Health insurance and other company benefits (if applicable).</li><li>Sales training and continuous product education provided.</li></ul>Job Type: Full-timePay: AED3,000.00 - AED6,000.00 per month

Relationship Officer: Credit Card and Personal Loans

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