Sales and Service Representative III - Toccoa, GA

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Date :
1-6-2018
Location :
Toccoa, GA US
Job ID :
29849
Functional Area :
Branch Retail - Sales
Employment Type :
Full-Time Non-Exempt
Education :
High School Diploma
Experience :
2 years
Days and Hours :
M-F 8:00-5:00
Physical Address :
555 Big A Rd Tocccoa, GA 30577
Department Name :
Toccoa Big A
Position Description :
Handle basic to complex service and maintenance; open deposit accounts; deliver access products and services; loan products sold are credit card and check line reserve; identify referrals for branch and specialty partner sales; backs up teller line as needed. Used in branches when minimal additional sales support is needed.

Principal Accountabilities:

Sales Scorecard:
Achieve sales scorecard expectations.
Achieve sales results with an appropriate distribution of performance across products that align with intended job functions and market opportunity.
Achieve sales results that align with the needs of the community and ultimately support the organizational commitment to diverse lending.

Operational Scorecard:
Achieve operational scorecard expectations.

Sales & Service - Relationship Expansion:
Develop and implement a customer outreach plan for retaining relationships and sourcing new business through the existing portfolio.
Use a needs based, customer centric selling approach to create value for both the customer and the bank.
Regularly create value added conversations with customers in servicing interactions to uncover opportunities to expand or retain a relationship.
Engage partners as appropriate to fulfill the needs of the customer.

Risk Mitigation:
Adhere to all regulations and Bank policies, procedures and delegated authorities.
Manage credit, operational, reputational, regulatory and legal risks related to personal interactions, customer transactions and financial exposures.
Act as a first line of defense in the identification of risk.
Complete required training and any Continuing Education by established deadlines.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.Basic Qualifications:
Bachelor degree with no minimum work experience.
- or -
Associate degree with a minimum of 6 months experience in a sales or customer service representative role.
- or -
High school diploma or GED with a minimum of 2 years experience in a sales or customer service representative role.
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