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Financial Services Rep

Company: California Bank & Trust
Location: Escondido
Posted on: November 11, 2018

Job Description:

Financial Services Rep - Escondido, CA ( Job Number: 041839 )

hours per week :
40
Description
Financial Services Rep --- Escondido, CA # 041839

California Bank & Trust, a division of ZB, N.A., is a leader amongst banks in California with over $10 billion in assets and nearly 100 branch offices in the state, and prides itself in creating California---s best banking relationships. To do this, we must continue to build a team of intelligent contributors who can add value to our clients--- businesses and build deep roots in the communities we serve.

We are currently seeking a qualified Financial Services Rep in Escondido, CA . If you are ready to move your career forward and meet the qualifications below, you might be the person we---re looking for!

Responsibilities:
Profiles existing and potential customers to determine banking needs and recommends appropriate products and services.
Achieves cross-sell ratio, deposit, and loan goals.
Maintains knowledge of bank products, services, and sales campaigns.
Provides friendly and accurate customer service promoting customer satisfaction through cross-selling and follow-up functions.
Reviews, processes and/or prepares documentation for new accounts, consumer loans, and Cashline requests.
Makes telemarketing calls to potential customers.
Ensures adherence to legal and bank requirements.
May prospect new customers and set up new account relationships.
May conduct branch sales meetings to increase product knowledge and achievement of branch sales goals.
May provide rates and loan information to clients.
Other duties as assigned.

Qualifications
MUST HAVE 2 years new accounts experience in the financial industry.
MUST HAVE 2 years computer experience.
MUST HAVE 1 year experience cross-selling services.
MUST HAVE Completion of the CB&T FSR Certification Program within the first year on the job.
Experience working with commercial/business clients is preferred.
Strong knowledge of branch operations and banking products.
Solid customer service skills.
Basic math skills.
Experience with sales prospecting.
High school degree or equivalent.
Benefits
Health / Dental / Vision benefits plan
401 k plan with generous matching contribution
Competitive pay commensurate with experience
Promotional Opportunities & career growth
Stable Employer and a division of ZB, NA. Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

0
Work Locations
California-Escondido-SD - Escondido Main Office
Retail Banking FSR
Jul 30, 2018

Keywords: California Bank & Trust, San Diego , Financial Services Rep, Sales , Escondido, California

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