Marquette Bank · 2 days ago
Financial Sales Representative
Bolingbrook, IL
Full-time
Onsite
Entry, Mid Level
$16.50/hr - $17.75/hr
2+ years expMarquette Bank is a modern neighborhood bank committed to providing financial services since 1945. As a Financial Sales Representative, you will manage a portfolio of customers, identify their needs, and promote financial products to enhance customer relationships and profitability.
Financial ServicesReal Estate
Responsibilities
Plan and execute telephone calling program for assigned customer portfolio, to introduce new products and services
Develop consultative selling relationship through personal contact via telephone, mail and appointments with customers
Increase profitability of portfolio by increasing deposits, loans, investments and insurance, according to annual goals
Analyze customer needs and promote appropriate products and services
Use walk-in branch traffic opportunities to identify customer needs and promote appropriate products
Identify external opportunities for new customers, including personal and professional contacts
Promote and sell bank products to other area businesses, at expos and other community events
Maintain a comprehensive tickler file including customer information and future sales opportunities
Process the necessary applications, forms and other required documentation to properly set up accounts and loans within regulatory and Bank guidelines
Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, adhering to the Bank’s internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies
Perform other duties as assigned
Qualification
Required
High School graduate or equivalent
Minimum of 2 years financial sales or comparable experience
Willingness to sell the Bank's services on a proactive basis
Strong interpersonal skills including good oral communication, effective listening skills and quality customer service skills
Ability to successfully complete extensive product and sales training towards customer relationship development
Demonstrated ability to handle difficult and sensitive business situations
Solid analytical, creative and problem-solving abilities
Excellent time management skills and ability to coordinate multiple projects
Flexibility to work a flexible schedule and travel to multiple branches as scheduled
Benefits
Health insurance
Term life and disability insurance
Generous time off
401(k) Salary Savings Plan
Employee Stock Ownership Plan (ESOP)
FREE FunRewards checking account
Company
Marquette Bank
Marquette Bank is a bank offering banking, real estate lending, and investment services in Chicagoland.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Hunt
Executive Vice President and Chief Financial Officer
Paul Eckroth
EVP & CFO
Recent News
2025-10-30
Seattle TechFlash
2025-08-05
Marquette Bank
2025-08-05
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