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| Posted Date : 2010-03-17 |
| Financial Svcs Rep 4 |
| Company Name: Confidential |
Job description: Job Description
Financial Svcs Rep 4 - United Unions-203047
Description
Provide a positive customer service experience while assisting in and supporting all aspects of service and sales-related activities in the branch. Develop new and strengthen/expand existing personal and business client relationships through daily client relationship management, providing financial solutions that meet clients needs and goals, penetrating all product and service lines. Provide financial solutions that meet clients needs and objectives using sales activities to include conducting consultative conversations, online charts, teleconsulting, related tag-ons and referrals. Support the efforts and goals of the branch team through personal sales of a wide variety of STI products and services and use of referrals as appropriate across LOBs. Ensure compliance with internal controls, operational procedures and risk management policies. Pursue on-going education of SunTrust products, services, and other lines of business. Depending on branch type/size and staffing may provide Teller support. Licensed FSRs (typically FSR III or FSR IV level) hold additional responsibility for sales of insurance and investment products. Additionally, FSRs in In-Store locations are responsible for service and sales to include in-store prospecting, and assisting clients on platform and teller transactions. Additionally, Licensed FSRs may hold insurance licenses (Life, Health and Variable) and/or hold NASD Series 6 and 63 registrations; and must maintain appropriate continuing education requirements as required for retaining licensing and NASD registration. Responsible for ensuring that all business transactions and practices in the individuals span of control comply with all regulations and the SunTrust Code of Conduct.
Advanced knowledge and ability in servicing and selling personal and business products and services. Lead sales campaigns within the branch, and act as an expert resource. May train or mentor new employees. Perform Teller functions as required.
Minimum Requirements:
High school diploma or equivalent. Three years retail sales experience in a consumer or small business environment or two years of experience selling financial services. Strong customer service and relationship skills, and demonstrated superior proactive sales skills and ability to meet sales and service goals.
Preferred Requirements:
Two years of college with focus on business, finance or accounting. Three years financial service and sales experience in a retail branch environment and mentoring of others. Cash handling or payment transactions experience.
Qualifications
Basic Qualifications:
High school diploma or GED. 2 years of experience selling financial services. Strong client service and relationship skills, and demonstrated superior proactive sales skills and ability to meet sales and service goals.
Preferred Qualifications:
2 years of college with focus on business, finance or accounting. 3 years financial sales experience in a retail branch environment and mentoring of others.
>>>>>>FOR MORE INFORMATION ABOUT THIS JOB AND TO APPLY PLEASE GO TO http://www.EmploymentCrossing.com>>>>>. |
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| Relevant work experience required: |
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| Job type: Full time |
| Travel required: |
| Salary Range: Confidential |
| Variable Pay: |
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| Languages required: |
| Location: Washington,DC,United States |
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| Email: jobs@employmentcrossing.com |
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