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.




Education: BA/BS