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Banking Sales Specialist
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AppleOne
Lewisville, TX (In Person)
$55,120 Salary, Full-Time
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Job Description
Role:
Banking Sales Specialist -Banking & Financial Services Sales Pay:
$24.00 - $29.00 per hourAssignment:
Full-Time |Onsite Location:
Lewisville, TX Schedule:
Full-Time | Onsite What you'll do:- Build strong relationships with members by providing personalized financial solutions and excellent service
- Identify opportunities to upsell and cross-sell banking products and services based on member needs
- Meet or exceed branch sales goals and performance targets
- Open and manage new consumer and business accounts while educating members on available offerings
- Participate in local outreach and business development efforts to grow partnerships
- Support relationships with Select Employer Groups (SEGs)
- Promote a high-performance, member-focused culture within the branch
- Collaborate with team members and provide guidance through effective communication
- Ensure compliance with company policies, procedures, and regulatory standards
- Use established service and sales models to deliver a seamless member experience
Requirements:
- At least 1 year of experience in a financial institution
- Minimum 1 year of sales experience, including upselling, cross-selling, or performance-based metrics
- Proven ability to meet or exceed sales goals and KPIs
- Strong consultative selling and relationship-building skills
- Confidence in recommending financial products and services
- Excellent verbal, written, and phone communication skills
- Ability to coach, mentor, and work effectively in a team environment
- Knowledge of banking and financial products and services
- Proficiency in Microsoft Office, typing, and basic computer navigation
- Professional, dependable, and goal-oriented with strong attention to detail
- Ability to handle sensitive information with confidentiality
- Comfortable working in a fast-paced, results-driven environment ________________________________________ Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: https://www.