Hire Up staffing is seeking a Financial Sales Representative (FSR) to start asap in San Jose CA.
Monday-Friday 8:45 am- 5:15 pm $20 $24 per hour, depending on experience.
The Financial Sales Representative (FSR) is responsible for selling the banks products and services to both existing clients and new prospects. This role focuses on opening new accounts, building strong customer relationships, identifying financial needs, and achieving individual and branch sales goals. The FSR supports the Business Financial Center by promoting cross-selling opportunities and delivering exceptional customer service. Key Responsibilities
Open and maintain new personal and business accounts according to bank policies and procedures
Identify customer financial needs and recommend appropriate banking products and services
Sell and cross-sell bank products such as checking accounts, savings accounts, and financial services
Develop and maintain relationships with new and existing customers
Meet or exceed individual sales and cross-sales goals for the branch
Follow all bank policies, procedures, and regulatory requirements
Utilize systems such as ChexSystems and OFAC when opening new accounts
Maintain accurate Customer Identification Program (CIP) documentation
Participate in sales meetings, training programs, and product knowledge sessions
Assist with branch growth initiatives and customer retention strategies
Participate in community and networking activities to generate new business opportunities
Qualifications
High School Diploma or GED required
Minimum 2-5 year of banking or financial institution experience, preferably in new accounts or sales
Strong customer service and relationship-building skills
Ability to present financial products and services clearly to customers
Basic mathematical and analytical skills
Strong communication and interpersonal skills
Preferred Skills
Previous new accounts or retail banking sales experience
Experience meeting sales and cross-selling goals
Knowledge of banking compliance regulations and account opening procedures
Compensation
Typical hourly range: $20 $24 per hour, depending on experience.
#INDHP
Numbers & Facts
Location
San Jose, CA
Salary
$24
Skills
Analysis Skillsunmatched
Banking Regulationsunmatched
Banking Servicesunmatched
Business Supportunmatched
Communication Skillsunmatched
Cross-Sellingunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Exceeded Sales Goalunmatched
Financial Servicesunmatched
High School Diplomaunmatched
Interpersonal Skillsunmatched
Mathematicsunmatched
Needs Assessmentunmatched
Presentation/Verbal Skillsunmatched
Regulatory Complianceunmatched
Retail Bankingunmatched
Retention Programsunmatched
Salesunmatched
Training Programunmatched
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