Financial Services Specialist - Summit Branch

At Regions, the Financial Services Specialist is viewed internally as the subject matter expert in the areas of branch sales and service. As the service specialist, you will meet with customers and prospects to determine their banking and financial services needs, and meet those needs by proactively matching and selling or cross-selling appropriate products and services.
This is a sales and service position with individual and branch sales goals. The successful candidate should have excellent customer service and communication skills, along with the ability to work under busy conditions with a high attention to detail.
Primary Responsibilities
Meet and exceed branch sales quotas by identifying customer needs and providing appropriate products and services
Refer customers to other lines of business when additional financial needs are recognized
May resolve customer issues either through direct action or referral to alternative branch or bank resources
This position is incentive eligible.
Requirements
High school diploma or GED
Sales experience
Expected to obtain an insurance license within 12 months and maintain continuing education for licensing education
This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information.
Skills and Competencies
Basic computer skills
Excellent communication skills
Stellar customer service skills
Ability to work under busy conditions with high attention to detail
Preferences
Minimum of one year sales experience
Banking / Financial background
Additional Preferences

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