Banking Sales Specialist

Objective:


If you are committed to working for a firm known for its relentless
client focus, its history of industry changing innovation, and its
reputation as an employer of choice, we invite you to consider an
opportunity with Charles Schwab Bank as a Banking Sales Specialist in
Denver, CO.


Over the past 30 years, The Charles Schwab Corporation has evolved to
serve the growing needs of a wide range of individual investors and
the financial advisors who serve them, while remaining focused on
providing the most useful and ethical financial services in the
world.


Today, we are a firm able to deliver a broad range of investment
advice, banking services and products to an equally broad spectrum of
clients - including active traders, independent investors,
individuals in need of an advisor-guided relationship, wealthy
families and employers with retirement and stock plans.


The Banking Sales Specialist role is part of the National Banking
Sales Group. Working closely together with our branch teams, dual
employee financial consultants and banking credit specialists to
provide “best in class” tools, resources and solutions to our clients
across the country.



Description:


As a Banking Sales Specialist at Charles Schwab, you will build and
manage a relationship based practice of current Schwab clients. You
will be responsible for anticipating and exceeding our client's
financial service with a focus on:

Bank Client Retention
New Mortgage and HELOC Sales
Other Bank Product Sales & Referrals
Sales and Revenue Targets

Typical daily activities include:

Implementing a variety of new business development/client
acquisition programs
Contacting existing bank loan clients who may be looking to
refinance or change their debt situation
Engaging prospects and clients via live chat on the web to
uncover opportunities and offer them Schwab Bank solutions
Follow up on Bank lending leads

Through proactive chat and outbound calling to high potential loan
clients, your financial success will be the direct result of personal
selling and relationship management skills. Our Banking Outbound
Specialist Incentive Compensation program will reward overall banking
sales with an attractive financial package.



Qualifications:

The ideal candidate will have:

Extensive banking sales experience with a strong
understanding/knowledge of mortgage and HELOC products
(previous experience as a loan/mortgage officer and/or
experience with originating loans)
3 or more years of proactive, successful sales experience in
the financial services industry
1- 2 telemarketing or telesales skills with proven ability to
meet individual as well as organization goals
Outstanding communication skills
Undergraduate degree or equivalent experience
Comprehensive industry and client solution knowledge
Desired brokerage experience – 7 & 63 licenses desired
Relationship and client retention experience and success


We believe that our values have helped us to build both a successful
business model and an outstanding work environment. We value
teamwork, integrity, service, open communication, and perseverance.
If you want to work at a firm that values both its clients and
employees, then you should consider a career at Charles Schwab.


This is a summary only and duties and responsibilities may be changed
from time to time, or over time.
REQUIREMENTS
3 or more years proactive sales experience in the financial services industry.