The Sales&Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management. RESPONSIBILITIES: Keep up-to-date...
The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services on a daily basis and have the ability and desire to interact in a team environment and be willing to contribute to the team efforts. RESPONSIBILITIES: Operate with accuracy and...
The Senior Institutional Services Advisor’s primary role is to serve as the relationship manager for a diverse group of clients and focus on business development. This position requires a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plans. The Senior Institutional Services Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals. The ideal candidate will be...
Company: United Bank Job Description The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offering ongoing financial solutions to potential new clients and existing United Brokerage customers. RESPONSIBILITIES: Interface with/train branch employees in an effort to develop a referral pipeline of...
The Sales Associate Supervisor is responsible for supervising the Sales Associate staff to ensure all tasks and assignments are completed in their area of responsibility and meeting assigned deadlines. This position is responsible for the scheduling of sales associates and referring and selling Bank products and services as well as coaching sales associates to refer and sell Bank products and services. RESPONSIBILITIES: Responsible for meeting monthly branch and/or individual scorecard...
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