What are the responsibilities and job description for the Financial Services Representative position at PCSB Bank?
PCSB Bank is seeking a highly skilled Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and sales support to our clients. Your primary focus will be on selling and cross-selling investment and insurance products and services to new and existing customers. To be successful in this role, you must have a strong understanding of financial concepts and be able to communicate them effectively to clients. Additionally, you will be responsible for developing and maintaining active working relationships with branch personnel and meeting or exceeding sales goals. If you have a passion for sales and customer service, and are looking for a challenging and rewarding career opportunity, we encourage you to apply for this position.
Key Responsibilities:
Requirements:
Compensation:
This is a commission-based position, with a base rate and additional earned commissions based on revenue production.
Key Responsibilities:
- Provide exceptional customer service and sales support to clients
- Sell and cross-sell investment and insurance products and services
- Develop and maintain active working relationships with branch personnel
- Meet or exceed sales goals
- Attend branch and sales meetings
- Conduct training of assigned branch employees
- Submit detailed daily activity/production reports
Requirements:
- Bachelor's degree and/or five years related business experience
- FINRA Licenses 65/66, 7, 63 Series
- State Life Insurance License
- Minimum five years sales experience
- Banking experience preferred
- Customer service orientation
- Strong time management skills
- Ability to learn complicated financial concepts quickly and communicate them effectively to clients
Compensation:
This is a commission-based position, with a base rate and additional earned commissions based on revenue production.