Citizens Business Bank ยท 1 day ago
Financial Sales Representative III
Burbank Business Financial Center - 034, Burbank, CA, US
Full-time
Onsite
Entry, Mid Level
$20/hr - $22.12/hr
1+ years expCitizens Business Bank is seeking a Financial Sales Representative III responsible for selling the bank's products and services to existing and new prospects. The role involves opening new accounts, maintaining existing accounts, and developing commercial business relationships to meet sales goals.
BankingFinancial Services
Responsibilities
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to his or her job
Must be certified in the Financial Sales Representative Program and participate in the Sales Incentive Program
Opens new accounts and maintains existing accounts according to the established policies and procedures of the Bank
Consults with customers and prospects to identify products and services that will meet the customer/prospect financial objectives
Sell and cross sell bank products and services to existing and potential customers
Participate in all Center functions necessary to contribute to the achievement of the center earnings and growth objective
Encouraged to participate in various community and civic activities in the center service area to enhance customer relationships and attract new business
Telemarketing existing and potential customers for account servicing and additional sales opportunities
Assist with the management of the center sales and service efforts to ensure retention of existing relationships and growth of new relationships
Pursues the appropriate follow up for new and existing relationships within the Business Financial Center
Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills
Ensures proper documentation requirements are met for all accounts maintained by the Business Financial Center
Utilizes Chexsystems and OFAC as a part of the new accounts opening procedures
Process and maintain accurate CIP information
Demonstrates a thorough working knowledge of the Bank's established policies and procedures
Commitment to teamwork and a focus on delivering The Citizens Experience
Actively participates in Products Knowledge and The Citizens Experience
Other duties as assigned
Qualification
Required
High school diploma or general education degree (GED); and a minimum of one year of new accounts experience in a financial institution similar to ours
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Benefits
This position is also eligible for an annual bonus.
Company
Citizens Business Bank
Citizens Business Bank is a banking company that offers financial services to customers.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1983-04-08IPO
Leadership Team
David Brager
Chief Executive Officer
Recent News
2025-12-19
2025-12-17
2025-12-13
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