Retail Banking Sales Associate - Monday to Friday

Retail Banking Sales Associate

The Retail Banking Sales Associate is responsible for selling and cross-selling banking products to new and existing customers through outbound telephone calls. This role introduces consumer and business banking solutions, identifies customer needs, and supports sales goals while delivering a positive customer experience.

Main Duties & Responsibilities

• Promote and sell business banking products and services by telephone.
• Meet individual sales goals and departmental performance objectives.
• Respond to referred calls from existing and prospective customers with the intent to close sales, following applicable Telemarketing Sales Rule (TSR) requirements.
• Make outbound calls using designated contact lists to develop new customer relationships and identify opportunities for accounts, deposits, and loans.
• Accurately complete and process documentation for closed sales.
• Conduct customer satisfaction surveys with new customers.
• Maintain current knowledge of banking products, policies, and procedures.
• Comply with applicable telemarketing regulations and departmental service quality standards.
• Coordinate and follow up on referrals to specialized banking departments, including trust services, major loans, loan production, and commercial lending.
• Support relationship banking through cross-selling and referrals to appropriate departments.
• Perform other related duties as assigned.

Minimum Requirements

• Associate degree or technical certificate in Office Administration, Business Administration, or a related field.
• At least one (1) year of experience in sales, telemarketing, or customer service.
• An equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities may be considered.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Excellent customer service and interpersonal skills.
• Ability to collaborate effectively with colleagues, customers, and diverse teams.
• Strong verbal and written communication skills in English and Spanish, with the ability to communicate clearly, concisely, and effectively.
• Availability to work Monday through Friday during regular office hours under a hybrid arrangement.

Candidates must be legally authorized to work in the United States and maintain valid work authorization throughout the assignment.

TPIS is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans). We comply with all Federal, State and Local laws regarding nondiscrimination.