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Job Description Available Openings: 1 Job Title: Financial Advisor New Advisor Program Job ID: 82575 Location: Timonium, MD Business Unit: The Personal Advisors ...
Prudential Insurance Company of America - Baltimore, MD US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Prudential Insurance Company of America - Baltimore, MD US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Fantastic opportunity for a highly motivated Financial Analyst to join a growing services company in Downtown Baltimore. This dynamic company operates in one ...
Northwestern Mutual Financial Network - Baltimore, MD US
A Career with a Purpose: The Financial Advisor/Financial Representative Opportunity You ll have the unique opportunity to create your own destiny and potentially ...
MedStar Family Choice has an immediate need for a Senior Financial Analyst to join our team in White Marsh, MD. The qualified candidate will serve as a principal ...
Serves as a liaison between Finance operations and IT teams and provides support to the processredesign/implementation team during the transition to Oracle/PeopleSoft ...
MedStar Health is looking for a seasoned, high energy Accounts Payable Supervisor with significant experience in a high volume, diverse full cycle Accounts ...
Manager of Financial Reporting Noble Resourcing Group is a professional services recruiting firm that provides accounting, finance and contracts management ...
Forfeiture Support Associates, LLC - Baltimore, MD US
A Senior Forfeiture Financial Specialist executes the following duties: Supports nationwide financial initiatives that affect district Asset Forfeiture financial ...
Provide a superior client service experience while assisting in and supporting all aspects of service and sales-related activities in the branch. Develop new and strengthen/expand existing personal and business client relationships through daily client relationship management, providing financial solutions that meet clients' needs and goals, penetrating all product and service lines. Provide financial solutions that meet clients' needs and objectives using sales activities to include conducting consultative conversations, online charts, teleconsulting and making referrals when appropriate. Support the efforts and goals of the branch team through personal sales of a wide variety of SunTrust Bank's products and services and use of referrals, as appropriate, across Lines of Business.
Provide service excellence; perform client maintenance requests, problem resolution and sales functions. Commit to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients. Meet/exceed client service and branch sales goals by offering and selling personal and/or business products and services, developing, expanding and retaining relationships. Advanced knowledge and ability in servicing and selling personal and business products and services. Lead sales campaigns within the branch, and act as an expert resource. May train or mentor new teammates. Perform Teller functions as required.
Ensure compliance with internal controls, operational procedures and risk management policies. Pursue on-going education of SunTrust products, services, and other lines of business. Depending on branch type/size and staffing may provide Teller support. Additionally, Financial Services Representatives (FSR) in In-Store locations are responsible for service and sales to include in-store prospecting, and assisting clients on platform and teller transactions Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct.
Basic Qualifications: High school diploma or equivalent. Three years retail sales experience in a consumer or small business environment or three years of experience selling financial services. Experience with client service and relationship skill building, and proactive sales skills and ability to meet sales and service goals.
Preferred Qualifications: Two years of college with focus on business, finance or accounting. Four years experience in a client service and/or financial sales experience role and/or combined experience as a Teller and/or FSR at SunTrust. Strong probing and listening skills to uncover client needs Financial service and sales experience in a retail branch environment and mentoring of others. Cash handling or payment transactions experience.
