Financial Sales Rep Flex

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 and 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.

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

Increase relationships with assigned customer portfolio:

• 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 and services

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, including the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, while 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 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
• 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

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

• 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 for this position include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus

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

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 Fun Rewards checking account.

Available rewards may vary by location, job level,…