Sales Associate

Job Summary

The Sales Associate position is responsible for providing efficient and accurate customer and financial services while delivering the “IBC Experience”. This includes meeting customer needs by offering bank products and services and establishing new relationships.

Job Description

ESSENTIAL JOB FUNCTIONS

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents .

• Deliver the IBC Experience by providing prompt, efficient, and friendly customer service
• Meet customer financial needs by promoting bank products and services through walk in customers, follow up calls, onboarding, aisle time, and outreach activities
• Assist with branch opening/closing procedures and dual control
• Adhere to policies and procedures of the New Account Opening Process
• Support Branch Manager with adherence to the Compliance Facility Checklist
• Maintain branch inventory and supplies
• Flexibility to travel and assist other branches
• Flexibility to assist and perform teller operation functions
• Attend meetings and other events
• Maintain individual sales performance goals
• Promptly respond to and communicate customer complaints
• Assist with on- the- job sales training
• Other duties as assigned

SKILLS

• Problem Analysis
• Focus on Results
• Initiative
• Service Orientation
• Focus on Quality
• Perseverance
• Resourceful
• Teamwork
• Oral and written Communication
• Bilingual (English/Spanish) preferred
• Computer literate (knowledge of Microsoft programs)

​ EDUCATION & EXPERIENCE

• High school graduate or GED equivalent
• 1 + years of experience interacting with people preferred