Sky Banker / Banking - Direct Services / Bilingual - Tampa Job

Sky Banker - Direct Services / Bilingual - Tampa

Description::

The Sky Services SE position is designed to perform targeted sales activities for the Blue Affluent Customer Segment within IPB and GEB with the ultimate goal of maintaining and increasing their total relationship balance.

This role requires highly developed telephone customer interaction and sales skills. As sales executive, the candidate must be self-motivated, posses the ability to understand customer needs within each of the business segments IPB (International Personal Banking), and GEB (Global Executive Banking), with solid knowledge of product offerings. Functions are performed with a clear understanding of banking regulations, AML, and compliance requirements.

This is a telephone sales position with aggressive goals and sales objectives, and an attractive variable compensation plan commensurate with individual and team performance. As our customer base is Latin American and Global, language requirements include bilingual skills in Spanish and English, conversant in Portuguese desired.

The daily responsibilities of the Sky Services Sales Executive are:

· Clearly articulate IPB / GEB service offerings to all clients

·Manage daily contact ratios and sales opportunities for the IPB and GEB customer base (driven by sales campaigns)

·Meet or exceed goals and sales criteria by expanding client's product structure and generating new deposits to the bank.

· Key objectives:

- Increase assets under management by offering CDs, savings accounts, loans/lines of credit and credit cards.

- Build a referral base for cross selling opportunities to investments

- Ensure accuracy of all documentation and KYC requirements

- Drive client satisfaction by managing customer expectations and using appropriate resources and channels to present effective solutions to client's needs

- Make every conversation a sales conversation.

· Adhere to strict regulatory and compliance guidelines

·Support key initiatives/projects and incorporate into the sales process

Other Competencies:

· Candidate must have performed well in previous sales or sales-related functions, requiring direct customer contact demonstrating sharpened persuasive sales skills. Must enjoy a fast-paced environment, with targeted individual and team goals and objectives.

·Candidate must possess a positive attitude, and winning spirit. Must be articulate within the language requirements, and display a high degree of competency in communications, both oral and written.

·Candidate must display excellent people skills, a high degree of flexibility, and ability to work in a team.

·Must be a self-starter, self-driven - with highly developed organizational and time-management skills. Able to perform multiple functions with high-degree of accuracy; requiring minimal supervision.

·Must display ability to work with systems, prior experience in accessing customer service Profile:s, and databases a must.

·Must be flexible and adaptable to change.

·Bilingual in Spanish; conversant - using business terminology. (Minimum requirement, Bilingual, Trilingual, w/Portuguese, optimum.)

Qualifications:

·Bilingual; Spanish and English (oral and written) required, conversant in Portuguese desired

·Bachelor's Degree

·2-3 years experience in Sales and/or Customer Service with emphasis in banking or banking-related products preferred

·Proven track record in financial sales and service industry desired. Strong influencing and sales skills a must.

·Telephone sales/service skills.

Primary Location: Tampa, FL, US

Nearest Major Market: Tampa
Job Segments: Banking, Finance