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Builtwell Bank · 3 months ago

FSR (Financial Sales Representative)

Ringgold, Georgia, United States

Full-time

Onsite

New Grad, Entry Level

Builtwell Bank is a financial institution seeking a Financial Sales Representative. In this role, you will engage with customers to understand their financial needs and provide suitable products and services, ensuring exceptional customer service and support.

BankingFinanceFinancial Services

Responsibilities

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