Senior Financial Sales Rep Flex

Job Description

Job Description

About Marquette Bank

If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!

Come be a part of something bigger at Marquette Bank.

Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.

Pay Range: $ 18.00 - $19.50

The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant’s qualification, experience, education and skills.

The Senior Financial Sales Representative manages a portfolio of Bank customers, maintaining existing relationships and identifying opportunities for additional retail financial products to increase profitability. This role requires extensive customer interaction, strong listening and probing skills, and the ability to identify and act on sales opportunities. The Senior Financial Sales Representative Flex must maintain a flexible schedule and travel to multiple branches as scheduled.

• Increase relationships within assigned customer portfolio.
• Plan and execute telephone-calling programs to introduce new products and services.
• Develop consultative selling relationships through personal contact via telephone, mail, and appointments.
• Increase portfolio profitability by growing deposits, loans, investments, and insurance according to annual goals.
• Analyze customer needs and promote appropriate products and services.
• Leverage walk-in branch traffic to identify customer needs and promote products.
• Identify external opportunities for new customers, including personal and professional contacts.
• Promote and sell bank products to area businesses, at expos, and community events.
• Maintain a comprehensive tickler file with customer information and future sales opportunities.
• Process applications, forms, and documentation to set up accounts and loans within regulatory and Bank guidelines.
• Coach and train new FSRs/MSRs.
• Complete certification program for Financial Sales Representative, including licenses for insurance and investment products.
• Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations; adhering to the Bank’s internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.
• Maintain appropriate supply of product literature and operational forms.
• Remain current in product knowledge, bank promotions, and system operations.
• Assist FSRs/MSRs and resolve customer service issues as needed.
• Maintain and update the Debit/Gift Card log for the branch.
• Track and place supply orders as needed for the branch.
• Perform job-related responsibilities that support departmental and organizational goals, consistent with the scope and purpose of the position.

• High School graduate or equivalent.
• Minimum of 2 years financial sales or comparable experience.
• Licensed with proven sales record for annuities and insurance.
• Exceptional knowledge of banking and Marquette Bank.
• Proactive approach to selling Bank services.
• Strong interpersonal skills, including oral communication, listening, and customer service.
• Ability to complete extensive product and sales training for customer relationship development.
• Ability to handle difficult and sensitive business situations.
• Proven ability to lead and train.
• Excellent telephone skills.
• Ability to match products and services to customer needs.
• Strong analytical, creative, and problem-solving abilities.
• Excellent time management skills and ability to coordinate multiple projects.

The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Regularly required to remain in a stationary position.
• Occasionally move about inside the office to access files and office machinery.
• Regularly operate a computer and other office productivity machinery (e.g., calculator, copier, printer).
• Constantly position self to retrieve files from upper and lower drawers.
• Frequently communicate with staff and clients to exchange accurate information.
• Frequently lift and/or move up to 10 pounds and occasionally up to 25 pounds.
• Specific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Work Environment/Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

We Care About You. Marquette Bank’s total rewards package , for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE FunRewards checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards package, please visit: -us/benefits.

Marquette Bank is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.