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Sales and Service Representative - Doylestown, United States - Meridian Bank
3 weeks ago
Description
**Sales and Service Representative**
Job Type: Full Time Location: Doylestown, PA Department: Retail Banking Position Summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service.
Qualifications Required:
Associates degree in Finance or related field; or equivalent work experience
3 plus years related banking experience or an equivalent combination of education and experience
Ability to work in a team environment
Previous sales and customer service experience in a retail banking environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Prior cash handling experience
Ability to work all hours the branch is open
Essential functions and responsibilities:
Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems
Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards
Engages in outbound calling efforts to establish new business
Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales
Demonstrates strong product knowledge and cross-selling aptitude
Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks
Has a working knowledge of all compliance regulations and bank policies and procedures
Must be capable of developing relationships with customers/prospects and be creative in solving problems
Participates in community events in conjunction with Bank sponsorships, marketing, and networking
Demonstrates and promotes Meridian Banks Core Values: Our Partners, Our People, Our Bank and Our Communities
Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Banks compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned.
Success factors/job competencies:
Organizational and time management skills
Ability to work with little or no supervision
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seeks coaching
Physical demands, work environment, and location:
*Physical Demands*: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
*Work environment:* The noise level in this environment is minimal
*Location:* Various Meridian Bank locations as assigned.
