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FINANCIAL SALES ADVISOR II- SUNNYVALE
Job Field: Accounting / Finance Jobs
Location: SANTA CLARA CO, CA
Salary: $Not stated
Location: SANTA CLARA CO, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>FINANCIAL SALES ADVISOR II- SUNNYVALEJob ID: 2012-65055Site Name: CA-SANTA CLARA CO-SUNNYVALECategory: RETAIL BANKINGFLSA Status: NON-EXEMPTType: FULL TIME More information about this jobResponsibilitiesMarket retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer banking solutions to customers after capturing the customer profile conversation on Customer Relationship Management system (CRM). Utilize Customer Relationship Management system for leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.Qualifications1. Bachelor’s degree in business, finance or equivalent professional experience. 2. Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA). 3. Two years of retail banking experience. (Sr. FSA only) 4. Life and Health insurance required (Sr. FSA only) 5. Series 6 and 63 investment licensing preferred. (Sr. FSA only) 6. Excellent oral and written communication skills. 7. Must exhibit a very professional and helpful attitude along with the ability to interact positively with customers and co-workers. 8. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment. 9. Must be able to meet deadlines and pressure to attain banking center sales while delivering an excellent customer experience. 10. Demonstrate proficient computer skills. 11. Must have assertive communication skills along with a focus for sales.Apply for this job* Apply for this job online* Email this job to a friend* Email or share this job on your Social Network!|More
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<tr><td valign="top" width="450"><b>FINANCIAL SALES ADVISOR II- SUNNYVALEJob ID: 2012-65055Site Name: CA-SANTA CLARA CO-SUNNYVALECategory: RETAIL BANKINGFLSA Status: NON-EXEMPTType: FULL TIME More information about this jobResponsibilitiesMarket retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer banking solutions to customers after capturing the customer profile conversation on Customer Relationship Management system (CRM). Utilize Customer Relationship Management system for leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.Qualifications1. Bachelor’s degree in business, finance or equivalent professional experience. 2. Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA). 3. Two years of retail banking experience. (Sr. FSA only) 4. Life and Health insurance required (Sr. FSA only) 5. Series 6 and 63 investment licensing preferred. (Sr. FSA only) 6. Excellent oral and written communication skills. 7. Must exhibit a very professional and helpful attitude along with the ability to interact positively with customers and co-workers. 8. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment. 9. Must be able to meet deadlines and pressure to attain banking center sales while delivering an excellent customer experience. 10. Demonstrate proficient computer skills. 11. Must have assertive communication skills along with a focus for sales.Apply for this job* Apply for this job online* Email this job to a friend* Email or share this job on your Social Network!|More
KEY REQUIREMENTS:
Not stated
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