What are the responsibilities and job description for the Sales Specialist position at First Bank?
What You Will Be Doing
- Supporting our Bank’s culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
- Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
- Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
- Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
- Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc.
- Contributing to the Bank’s success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals.
- Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients’ needs. (In-Store) Should cultivate relationship with retail store associates.
What Do You Need for this Position?
