Virtual Sales Representative (Outbound Sales Representative)

We are looking for self-motivated individuals to join our fast-paced virtual sales team. These individuals must demonstrate enthusiasm, persistence, resourcefulness, and be goal oriented. These individuals must excel in a team environment. They want work for a Family Owned & Operated financial institution that cares about their success and is dedicated to personal and professional growth. This individual can deliver on results while embodying (demonstrating) our core values. This is a "Hybrid position that includes in-office and remote hours & responsibilities.

Core Competencies include:

SERVICE ORIENTATION Consistently demonstrates a "customer first" attitude.

Ensures the customer has a complete and satisfactory experience, in terms of products/services rendered and questions/concerns addressed.

COMMUNICATION Conveys information clearly and concisely in written and verbal form. Listens attentively to others and responds based on information received.

CRITICAL THINKING Processes complex information to arrive at conclusions that yield positive implications. Analyzes information available to make sound decisions. Looks for areas in which there is not sufficient information available and seeks additional information when gaps are identified.

DRIVE FOR RESULTS Consistently meets or exceeds expectations. Ensures timely and accurate completion of all assignments and projects. Pushes through challenges to achieve quantifiable results.

INITATIVE: Moves ahead productively without requiring excessive instruction. Pitches in to make improvements or get assignments done, sometimes beyond the scope of what has been specified.

What You Will Be Doing

• Through outbound calls, you will be supporting our Bank's culture and client-friendly environment by speaking with clients in a courteous, friendly, and professional manner in order to develop trust with the client.
• You will be expanding client relationships and educating clients on additional services.
• You will be focused on retaining and growing existing client relationships and obtaining new ones by conducting outbound calls on maturing accounts, following up on leads, referrals, and other prospecting opportunities.
• You'll contribute to the Bank's success by identifying sales opportunities and referring clients to the appropriate area.
• You'll be actively working to achieve individual and team goals including phone calls, referrals, and sales goals.
• Systems on-hand will track your activities and will consistently maintain an accurate accounting of calls, referrals, and opportunities.
• You'll work in a team environment and partner with internal teams to drive client results.
• Grow and develop your knowledge of the financial industry through ongoing product training, corporate communications, and First Bank Leadership.

Skills you should have for the role:

• Proven successful sales skills
• Strong interpersonal skills, working in a team environment
• Business related written and verbal communication skills, for use in a professional environment
• Analytical skills to review client profile needs and enhance the client experience
• Build trust and engage clients via phone conversations
• Present financial solutions, based on customer needs, that meet their goals
• Manage the life cycle of a loan and pipeline including complying with all applicable laws and regulations
• Problem solve, prioritize tasks, and meet required deadlines
• Review and utilize Microsoft Office products and other technology platforms
• Utilize the telephone for "cold calling" to secure qualified leads

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.