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Meridian Bank · 2 days ago

Sales and Service Representative

Bonita Springs, FL

Full-time

Onsite

Entry Level

1+ years exp

Meridian Bank is an innovative financial institution serving the needs of entrepreneurs, businesses, and individuals. The Sales and Service Representative is responsible for supporting the Retail Branch Department by coordinating work, assisting in daily operations with a focus on deposit growth, and delivering excellent customer service.

BankingFinancial Services

Responsibilities

Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems

Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards

Engages in outbound calling efforts to establish new business

Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales

Demonstrates strong product knowledge and cross-selling aptitude

Ability to occasionally assist in branch coverage at any of our retail branch locations

Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks

Has a working knowledge of all compliance regulations and bank policies and procedures

Must be capable of developing relationships with customers/prospects and be creative in solving problems

Participates in community events in conjunction with Bank sponsorships, marketing, and networking

Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities

Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information

Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place

Communicates with management and coworkers in order to integrate goals and activities

Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc

Other duties as assigned

Qualification

Banking experienceSales experienceCustomer serviceComputer skillsSpanish speakingMultitaskingCash handlingTeamworkAttention to detailOrganizational skillsCommunication skills