Sales and Service Representative III - Williston, SC

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Date :
Location :
Williston, SC US
Job ID :
Functional Area :
Branch Retail - Sales
Employment Type :
Full-Time Non-Exempt
Education :
High School Diploma
Experience :
Not Indicated
Days and Hours :
Mon-Thurs 8:15-5:00; Fri 8:15-6:00
Physical Address :
12965 Main St, Williston, SC
Department Name :
Williston Office
Position Description :
The Sales & Service Representative III serves in the dual role of selling bank services inside the branch and processing traditional teller transactions, sometimes serving as a backup to other branch sales & operations associates. This associate assists in customer acquisition activities, generating daily sales from new and existing customers through execution of the branch's marketing and business development plan, providing information concerning products and services offered by the Bank, and providing high quality customer service for all customers. This is an in-house sales position that focuses on deposit products, preapproved credit products and fee based services. This position has high customer contact.

Principal Accountabilities:
Teller Operations: Perform basic teller transactions such as paying and receiving, verifying deposit amounts, examining checks for endorsement and negotiability, operating within established operations authority limits and engaging branch management, Branch Central or Branch Operations Management for support as needed. Count cash drawer, research and locate outages.

Sales: Actively sell the Banks consumer and business products and services in a professional manner, including all deposit products, preapproved credit products and fee based services. Meet the Banks established minimum performance levels for this position. Identify potential customers and refer business to bank partners in other lines of business, maintaining established levels of qualified referrals. Market the Banks services via telephone and correspondence in a professional, sales oriented manner and maintain an active prospect list for telemarketing to meet established goals.

Service: Answer questions and resolve problems for customers concerning all services provided by the Bank; identify the problem, collect data, secure answers and report results to the inquiring party and work with the Operations Services Supervisor (or Operations Services Lead) or other associates as necessary. Perform customer service activities (e.g. check orders, account maintenance, address change). Provide excellent customer service at all times following the Banks Service Excellence guidelines.

Bank Operations: Provide information to customers regarding the Banks products and services; gather pertinent customer information, open new accounts and prepare documentation as necessary, ensuring that all new accounts are properly set up and processed.

Teamwork: Foster teamwork with fellow associates in the branch and in the bank as a whole. Maintain helpful and courteous interactions with others and keep communication lines open.

Risk Mitigation/Compliance: Adhere to all federal regulations and bank policies; keep current on bank procedures via the Banks resources and required training. Maintain all internal controls.

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.
Associate degree with a minimum of 6 months experience in a sales or customer service representative role.
High school diploma or GED with a minimum of 2 years experience in a sales or customer service representative role.
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