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Financial Sales Rep Flex

Marquette Bank, Summit, Illinois, United States, 62407

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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.

$16.50-$17.75/hour base pay PLUS incentives! Plus $2.00/hour additional compensation for flex position.

Join our dynamic sales team with a competitive base salary and additional earning opportunities through an achievable and rewarding incentive structure!

Flex positions are required to have a flexible schedule and the ability to travel to multiple branches as scheduled.

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.

Position Summary As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers’ existing relationships, as well as determine the need for additional retail financial products to increase customer profitability. You will have extensive contact with customers and potential customers requiring listening and probing skills to identify sales opportunities. The Financial Sales Representative Flex is required to have a flexible schedule and the ability to travel to multiple branches as scheduled. The representative must be comfortable working with different employees and customers on a daily basis.

Essential Duties And Responsibilities

Plan and execute telephone calling program for assigned customer portfolio, to introduce new products and services

Develop consultative selling relationship through personal contact via telephone, mail and appointments with customers

Increase profitability of portfolio by increasing deposits, loans, investments and insurance, according to annual goals

Analyze customer needs and promote appropriate products

Increase Customer Portfolio

Use walk-in branch traffic opportunities to identify customer needs and promote appropriate products

Identify external opportunities for new customers, including personal and professional contacts

Promote and sell bank products to other area businesses, at expos and other community events

Maintain a comprehensive tickler file including customer information and future sales opportunities

Process the necessary applications, forms and other required documentation to properly set up accounts and loans within regulatory and Bank guidelines

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.

Perform other duties as assigned

Knowledge/Abilities/Experience And Training Required

High School graduate or equivalent

Minimum of 2 years financial sales or comparable experience

Willingness to sell the Bank’s services on a proactive basis

Strong interpersonal skills including good oral communication, effective listening skills and quality customer service skills

Ability to successfully complete extensive product and sales training towards customer relationship development

Demonstrated ability to handle difficult and sensitive business situations

Solid analytical, creative and problem-solving abilities

Excellent time management skills and ability to coordinate multiple projects

Physical Demands

Employee is regularly required to remain in a stationary position

Employee may need to occasionally move about inside the office to access file cabinets, office machinery, etc.

Employee is regularly required to operate a computer and other office productivity machinery (i.e., a calculator, copy machine and computer printer).

Employee may need to constantly position themselves in the office in order to retrieve files from upper and lower drawers.

Employee in this position frequently communicates with staff and clients and must be able to exchange accurate information in these situations.

Employee may need to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Employee specific vision abilities required by this position 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: https://emarquettebank.com/about-us/benefits.

You Belong Here. We offer an inclusive workplace to encourage, support and celebrate our diverse employees and the communities in which we work and serve. Our culture is built on a commitment to serve others. Working together, valuing each other and celebrating our uniqueness delivers a better financial future to our customers and neighbors. To learn more about our diversity and inclusion commitment, please visit: https://emarquettebank.com/about-us/diversity-and-inclusion-commitment

Equal Opportunity Employer/Vet/Disability

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