Dickinson Financial Corporation Retail Sales Specialist in Lenexa, Kansas
At Academy Bank, we are committed to delivering solutions that help our clients achieve financial freedom and peace of mind. All associates are required to conduct themselves in accordance with the Company’s Pillars of Success—People and Culture, Communication and Integration, Risk Management, Commitment to Service, Innovation and Technology, and Make it Simple. All associates are responsible for creating a professional, positive, and inclusive environment.
The Retail Sales Specialist will have proven success at building professional relationships with clients and potential clients to understand their financial needs and to deliver valuable products and services to meet those needs. The successful Retail Sales Specialist will be enthusiastic about delivering excellent client service, understanding and promoting bank products to individuals and companies, and able to work both independently and with a team to achieve individual and group goals.
•Explains, promotes and/or sells bank products and services as identified through conversing with clients and prospects, including consumer deposit and loan products, business deposit and loan products, and treasury management products.
•Supports the Business Development Manager and Business Development Consultant in executing sales plans.
•Responsible for actively participating in local organizations, such as the local Chamber of Commerce.
•Provides “fast, easy, and personal” service consistent with the Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner and making them feel welcome, and taking ownership in all situations ensuring follow through and a timely resolution.
•Works to develop commercial and consumer business relationships through inside sales, including, but not limited to, appointment setting, follow-up on calls, and identifying and qualifying leads.
•Plays an essential role in finding the right solutions for clients.
•Has the ability to consistently meet or exceed established goals for the position.
•Maintains up-to-date knowledge of all bank products and services, as well as any changes in regulations and legislation affecting the bank’s products and services.
•Demonstrates the ability to effectively use bank technology.
•When delegated by the Business Development Manager, responsible for implementing all banking center operations procedures, including accurate documentation of banking transactions, implementation of compliance requirements, and overall operational integrity.
•Communicates directly with clients in person, by telephone, or through correspondence regarding account inquiries.
•Accepts ownership in all client service situations ensuring follow through and a timely resolution.
•Completes all documentation pertaining to the opening of an account, insuring that all information is correct and properly recorded per requirements.
•Keeps supervisor and management abreast of all situations that require special attention.
•Adheres to bank’s compliance, security, and operational policies and procedures as well as financial loss standards.
•Maintains client information in complete confidence.
•Understands, embodies, communicates and instills corporate initiatives and vision, including the Six Pillars of Success.
•Ability to work with the more complex, high touch client relationships.
•Completes other specified duties as assigned.
•Regular attendance required, working at the work site during regular business hours and/or assigned hours.
•2+ years in a client facing role.
•2+ years sales experience.
•Strong client service skills.
•Strong communication skills.
•Basic math and counting skills.
•Ability to work independently as well as be a team player.
•Independent thinking and problem solving skills.
•Ability to organize and prioritize work.
•Proficiency with common computer programs (i.e. Windows, MS Office, Email, etc.).
•Ability to be NMLS licensed and registered.
•Credit and/or lending experience.
•Proficiency with Salesforce platform.
The work environment is typical of a standard office and retail banking setting. The position is medium work, exerting up to 35 pounds of force occasionally and/or a negligible amount of force frequently. Will sit often, including for client meetings and computer work, but will frequently stand or walk throughout different areas of the banking center when conducting sales activities. Periodic driving may be required for outside sales activities. Reaching may be required involving extending arms in any direction. Office equipment, such as a computer and telephone will be used requiring the use of hands and fingers to manipulate a keyboard or keypad. Visual ability to read a computer screen or written documents is necessary. Speaking ability to express or exchange ideas; impart oral information to clients or to the public; or convey detailed or important spoken instructions by means of the spoken word is required. Hearing is necessary to receive detailed information through oral communication.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, marital status, gender identity, national origin, ancestry, protected veteran or military status, disability, pregnancy, genetic information or any other characteristic protected by applicable law.
Armed Forces Bank and Academy Bank are equal employment/affirmative action employers. If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to email@example.com or call 816-412-6081 to let us know the nature of your request.