This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. Based on branch needs, this position will spend a portion of time handle cash transactions.
Role and Responsibilities
• Explain bank policies and procedures
• Explain, promote, sell and or refer Company products and services to current and prospective clients
• Meet assigned monthly/quarterly sales and referral goals
• Conduct telemarketing and follow-up sales duties when assigned by management
• Understand and be able to accurately communicate deposit products
• Follow bank policies and procedures as directed by management
• Reconcile cash and all other transactions each day
• Responsible for compliance with applicable Federal Regulations
• Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits
• Stay informed of job related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes
• Accountable for staying current on business-related activities in other areas of the Bank
Minimum Qualifications
• Minimum of 2 years of sales and customer service experience in a customer facing environment, with a track record of success in offering banking products
• Minimum 1 year of cash handling experience
• Willingness to perform telemarketing duties as assigned
• Must be knowledgeable in all areas of branch operations and security
• A full understanding of regulatory compliance issues is required
• Must possess excellent verbal and written communication skills
• A professional appearance is a must
• High school diploma or GED required; College degree preferred
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
(none specified)