Hotline: 678-408-1354

Banking & Credit Union AML Sales Consultant

We are looking for Sales Representatives with relationship bankers in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, AML/BSA/FCPA Compliance, CTR Generation, SAR Generation, identification scanning technologies and may be asked to process these transactions both accurately and efficiently when needed.

Primary Responsibilities:

  • Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
  • Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
  • Quote rates, terms and programs for financial customer requests
  • Respond to customer inquiries and concerns, creating customized solutions
  • Recognize and refer cross-sell opportunities
  • Refer opportunities to appropriate specialist
  • Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth
  • Ensure the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer’s banking, small business, mortgage and investment needs)
  • During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures
  • Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy
  • Proactively manage risk in every business, product and service transaction leveraging available tools

Required skills:

  • Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
  • Ability to build solid relationships with teammates, business partners, and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
  • Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth
  • Actively use and leverage current technologies to better understand the technology solutions available to improve our customers’ financial lives
  • Ability to learn and understand technology to assist customers with self-service needs
  • Apply strong critical thinking and problem-solving skills to meet customers’ needs
  • Available to work weekends and/or extended hours as required to run the business
  • Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives
  • Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.)
  • Pass relationship banker
  • Ability to engage customers for long periods of time

*

  • Desired skills:
  • Two years of demonstrated successful sales experience in a 1099 role with performance incentive environment with individual sales goals
  • Bachelor’s degree or business relevant associate degree (examples: business management, business administration, finance)
  • Financial/Banking center experience

Job Type: Contract

Salary: $55,000.00 to $85,000.00 /year

Experience:

  • sales: 2 years (Required)

Education:

  • Associate (Required)
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Contact Us

Eltas EnterPrises Inc.
3978 Windgrove Crossing
Suite 200A
Suwanee, Georgia
30024, USA
contact@eltasjobs.com

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