Universal Financial Sales Representative - PART-TIME - Marlton branch
Primary function is to provide world standard service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. Duties will include operating a teller terminal; cross-selling Bank products; processing customer and Bank transactions; handling large sums of cash and maintaining assigned limits; cash settlement; as well as other related functions.
This is a part-time position (approximately 20 hours per week) in our Marlton, NJ branch.
Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.
Minority/Female/Disabled/Veteran
Ensures compliance with all Bank policies and procedures and federal regulatory guidelines.
Ensures compliance with all audit and security procedures.
Will ensure all work is completed accurately and follows up with any outstanding customer or operational issues.
Provides/ensures superior customer service and proactively resolves all customer issues. Takes ownership and accountability of customer issues and complaints.
Reports on teller differences on a daily basis.
Performs a variety of customer service transactions as needed.
Will assist Head Teller verifies money received or sent for cash shipments as needed.
Will ensure all work is completed accurately and follows up with any outstanding items
Follows all compliance related policies and procedures.
When needed will conduct audits, i.e., teller, vault, atm etc.
Will comply with all opening and closing procedures.
Demonstrate behaviors consistent with our Mission/Values.
Holds others accountable and insists the team demonstrates the behaviors consistent with our Mission/Values.
Demonstrates teamwork through flexibility and maintains effective communication with others in the Branch.
Continuously looks for ways to contribute to the overall teller team performance.
Demonstrates the behaviors consistent with our Mission/Values.
Will work with a sense of urgency meeting and exceeding the customers' needs and expectations.
The UFSR must have strong listening and verbal communications skills for extensive telephone work and person to person. The position requires excellent interpersonal, analytical and problem-solving skills. The UFSR must have the ability to learn and sell bank products and services. Also must have the ability to function in a financial institution/branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, currency counter, etc. Some physical requirements include but are not limited to lifting heavy coin trays and standing for prolonged periods of time, and willingness to travel locally.
Schedule: Mondays: 8:30 a.m. - 4:30 p.m., Fridays: 10:00 a.m. - 6:00 p.m., Saturdays: 8:30 a.m. - 12:30 p.m. (Approximate total = 20 hrs.)
Universal Financial Sales Representative will be accountable to meet monthly sales/service goals.
Will be extremely proficient at uncovering needs and using consultative sales to build relationships.
Will make proactive customer courtesy calls daily.
Self-starter who consistently looks for solutions to meet our customers' current and long term financial goals.
Ability to recognize opportunities to refer alternative solutions such as investments, private banking, mortgages, commercial loans or any other bank partners to help meet/exceed our customers' needs.
Will always set a positive example in all areas of leading the branch team.
Ensures a high level of quality customer service at all times.
Responsible for creating an exceptional customer experience for each and every customer conducting teller transactions.
Ensure compliance with Firstrust's policies and procedures.
Will always demonstrate a positive demeanor.
Meet/exceeds teller referral goals.
Understands basic features and benefits of Firstrust retail products and services.
Greets each customer enthusiastically and thanks each customer for doing business with Firstrust.
Basic
Qualifications:
One to two years of job-related experience.
Excellent interpersonal and communication skills, as well as computer skills.
Must be able to work evenings and weekends.
Strong knowledge of deposit and retail loan products, familiarity with business loan products.
Must be knowledgeable of Bank policies and procedures.
High School diploma required, post high school education preferred or equivalent experience.
Must be a team player committed to success and achieving results.
Estimated Salary: $20 to $28 per hour based on qualifications.
This is a part-time position (approximately 20 hours per week) in our Marlton, NJ branch.
Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.
Minority/Female/Disabled/Veteran
Ensures compliance with all Bank policies and procedures and federal regulatory guidelines.
Ensures compliance with all audit and security procedures.
Will ensure all work is completed accurately and follows up with any outstanding customer or operational issues.
Provides/ensures superior customer service and proactively resolves all customer issues. Takes ownership and accountability of customer issues and complaints.
Reports on teller differences on a daily basis.
Performs a variety of customer service transactions as needed.
Will assist Head Teller verifies money received or sent for cash shipments as needed.
Will ensure all work is completed accurately and follows up with any outstanding items
Follows all compliance related policies and procedures.
When needed will conduct audits, i.e., teller, vault, atm etc.
Will comply with all opening and closing procedures.
Demonstrate behaviors consistent with our Mission/Values.
Holds others accountable and insists the team demonstrates the behaviors consistent with our Mission/Values.
Demonstrates teamwork through flexibility and maintains effective communication with others in the Branch.
Continuously looks for ways to contribute to the overall teller team performance.
Demonstrates the behaviors consistent with our Mission/Values.
Will work with a sense of urgency meeting and exceeding the customers' needs and expectations.
The UFSR must have strong listening and verbal communications skills for extensive telephone work and person to person. The position requires excellent interpersonal, analytical and problem-solving skills. The UFSR must have the ability to learn and sell bank products and services. Also must have the ability to function in a financial institution/branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, currency counter, etc. Some physical requirements include but are not limited to lifting heavy coin trays and standing for prolonged periods of time, and willingness to travel locally.
Schedule: Mondays: 8:30 a.m. - 4:30 p.m., Fridays: 10:00 a.m. - 6:00 p.m., Saturdays: 8:30 a.m. - 12:30 p.m. (Approximate total = 20 hrs.)
Universal Financial Sales Representative will be accountable to meet monthly sales/service goals.
Will be extremely proficient at uncovering needs and using consultative sales to build relationships.
Will make proactive customer courtesy calls daily.
Self-starter who consistently looks for solutions to meet our customers' current and long term financial goals.
Ability to recognize opportunities to refer alternative solutions such as investments, private banking, mortgages, commercial loans or any other bank partners to help meet/exceed our customers' needs.
Will always set a positive example in all areas of leading the branch team.
Ensures a high level of quality customer service at all times.
Responsible for creating an exceptional customer experience for each and every customer conducting teller transactions.
Ensure compliance with Firstrust's policies and procedures.
Will always demonstrate a positive demeanor.
Meet/exceeds teller referral goals.
Understands basic features and benefits of Firstrust retail products and services.
Greets each customer enthusiastically and thanks each customer for doing business with Firstrust.
Basic
Qualifications:
One to two years of job-related experience.
Excellent interpersonal and communication skills, as well as computer skills.
Must be able to work evenings and weekends.
Strong knowledge of deposit and retail loan products, familiarity with business loan products.
Must be knowledgeable of Bank policies and procedures.
High School diploma required, post high school education preferred or equivalent experience.
Must be a team player committed to success and achieving results.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
