Builtwell Bank · 3 months ago
FSR (Financial Sales Representative)
Chattanooga, Tennessee, United States
Full-time
Onsite
New Grad, Entry LevelBuiltwell Bank is a financial institution seeking a Financial Sales Representative to assist customers in achieving their financial goals. The role involves engaging with customers to understand their needs and providing appropriate financial products and services while delivering exceptional customer service.
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
Qualification
Required
High school diploma or GED
Basic computer skills
Excellent communication skills (critical thinking and listening skills)
Stellar customer service skills
Demonstrated successful sales performance
Ability to learn and follow financial center operation and security procedures
Company
Builtwell Bank
Builtwell Bank is a community bank that offers loans, mortgages, insurance, credit cards, and other banking services.
Founded in 1904
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mitch Sanford
President
Company data provided by crunchbase