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Retail Sales Specialist- FT Tejon

Academy Bank

Colorado Springs, CO

Not provided

Not provided

2 months ago

Job Description

Equal Opportunity Employer/Disabled/Veterans

Academy Bank and Armed Forces Bank provides equal employment and affirmative action opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, veteran or military status, pregnancy, genetic information, medical condition, or disability (physical or mental).

Dickinson Financial Corporation is a family-owned bank with a long history of service to the communities in which we do business. Our two banks, Academy Bank and Armed Forces Bank, share this philosophy by supporting the long term success of people and a commitment to serving others. We recruit talented people to deliver Fast, Easy and Personal service to our clients, helping us to achieve our vision of being the "Go To" bank, all while having fun and doing good things along the way!


Position pays a minimum of $15.50/hr. Position is eligible for additional incentive compensation based on achievement of established incentive goals. The monthly average incentive can range from $0 if no goals are met and can be more than $250 if goals are exceeded. Full‐time associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more!


Summary :


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.


Principal Accountabilities : 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, ensuring 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.
Minimum Qualifications:

  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.


Preferred Qualifications:

  Credit and/or lending experience. Proficiency with Salesforce platform.






Physical Requirements:

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.





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