Head of Sales managing BMS project sales team in the Southern Regions. Supporting Sales and Operations Directors with data - driven decision - making and team performance.
About the role
- National Sales Relationship Consultant at U.S. Bank building relationships with customers through proactive engagement and providing financial counsel. Adapting a digital-first mindset to meet customer banking needs.
Responsibilities
- Build relationships by proactively calling existing and potential customers
- Engage customers via multiple channels including by phone, email, chat or virtually and by phone or video appointment
- Provide the best possible counsel while adapting a digital first mindset
- Strong client relationships are based on trust, assessing and attending to customers’ banking needs
- Obtain and process customer and account information
- Demonstrate and educate clients on available deposit and loan products and services
- Recommend solutions based on each customer’s unique goals and needs
Requirements
- High school diploma or equivalent
- Five or more years job related, retail banking experience or a combination of experience and commensurate training
- Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
- Passion, commitment and drive to deliver an experience that improves our clients’ financial lives
- Effective and confident client communication
- Proven ability to learn and adapt to new information and technology platforms
- Experience in financial services and knowledge of financial services industry, products and solutions
- Cash handling experience
- Active listening and excellent problem-solving skills
- Ability to teach customers how to use digital technology
- Demonstrate an expert level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Advanced knowledge of all applicable bank and branch policies, procedures, and support systems
- High volume outbound / inbound calling
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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