Financial Sales Representative Flex

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.

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.
$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. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant’s qualification, experience, education and skills. 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.

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 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.

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
Solid analytical, creative and problem-solving abilities
Excellent time management skills and ability to coordinate multiple projects
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

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. Equal Opportunity
Employer/Vet/Disability