Associate, Retail Channels (Sales)

• Sells all investment and business banking products via telephone.
• Responsible for achieving department sales and personal goals.
• Provides sales training and support to new, less experienced representatives.
• Responds to TSR referred calls from existing or prospective customers with the intent to close sales.
• Places outbound calls from designated lists to secure new customer relationships for the bank. Prospects new account relationships, deposits and loans.
• Completes accurate fulfillment documents for closed sales.
• Conducts frequent new customer satisfaction surveys.
• Maintains current on all bank products, policies and procedures.
• Complies with state telemarketing regulations and department service quality standards.
• Facilitates follow up and ensures action taken on all referrals to Trust, Major Loans, Loan Production and Commercial Lending departments.
• Performs duties of a TSR as directed.
• Participates in telemarketing pilot programs.
• Support the principles of community banking through cross selling and referral to appropriate departments for specialized services.

• Minimum one (1) year experience in a telemarketing or customer service environment, experience in a direct telephone sales environment preferred.
• Successful completion of DSR II Curriculum Requirements.
• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
• Minimum one (1) year experience in a telemarketing or customer service environment, experience in a direct telephone sales environment preferred.
• Successful completion of DSR II Curriculum Requirements.
• Strong inter-personal and telephone skills.
• Advanced knowledge of bank policies, procedures, regulations and compliance.
• The ability to perform work pace appropriate to a given workload.

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental Bank