Retail Banking Development Program - Financial Wellness Solutions
$39,100–$126,500 year
On-siteSan Francisco, California, United States or Phoenix, Arizona, United States
Job Summary
Proactively acquire new clients through effective prospecting, networking, and consultative selling skills to deepen relationships and drive revenue. Research prospects, create targeted calling lists, schedule appointments, and deliver presentations to move relationships forward. Interact with internal and external clients to gather information, clarify needs, and provide insights based on an understanding of financial goals. Participate in social learning, mentoring, and community outreach to build foundational product and sales knowledge. Complete required formal learning and training segments to develop skills for independent role performance.
Required Qualifications
- Minimum GPA 3.0
- Recent university / college graduate
- Little or no professional experience
- Possessing relevant skills
- Having one's own vehicle
- 10% travel outside your market
- 90% local travel within your market
- Appropriate knowledge, skills, and abilities for a role
- Accuracy and Attention to Detail
- Analytical Thinking
- Business Acumen
- Effective Communications
- Flexibility and Adaptability
- Information Capture
- Products and Services
- Project Management
- Self-Directed Growth and Development
- Customer Focused
- Managing Risk
Desired Qualifications
- Preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences)
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