Sells products and services to existing and prospective customers in a centralized call center environment
Receives inbound sales calls
Discusses and assesses a wide range of personal financial needs and recommends and sells products or services that meet or exceed the customer's needs
Products include but are not limited to business and consumer deposit and credit products
Develops customer profiles for other products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls
Interfaces with other sales staff and ensures referrals are responded to in a timely manner
May assist customer service unit during peak times ensuring a commitment to quality customer service

High school diploma or equivalent
Two to four years of sales experience, preferably in phone sales environment
Thorough knowledge of retail financial products and services, rates, terms, fees and regulations
Excellent selling and referral skills
Proficient keyboard, 10-key, and computer navigation skills using a variety of software packages
Good knowledge of systems and procedures
Proven commitment to high quality customer service
Strong time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Strong verbal communication skills
Excellent telephone and interpersonal skills
May be required to obtain specific licenses for the sale of insurance, investment or other licensed products

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

Telemarketing Inbound Sales Representative

Key skills