Sales & Service Specialist


Irvine, CA

What you'll be doing

Sales and service specialists are primarily responsible for providing basic sales and service support to customers as well as handling service requests and problem resolution. When guided by the banking center manager or assistant manager, sales and service specialists adapt to a different role or play to create an excellent customer experience. Demonstrate the company core values in all actions. Establish, retain and deepen relationships with banking center customers to achieve banking center performance goals and provide quality customer service. Proactively identify and manage risk in every business, product and service transaction leveraging the risk framework. Understand and live the values that support culture. Treat all customers equally and fairly. Adhere to policies and procedures. Stay informed of key priorities and business updates. Execute sales and service plays and processes.

What your background should be

Minimum of six months customer service experience is required. Minimum of one year of successful sales experience in a goal and/or incentive-based environment within the past three years is required. The candidate is required to be skilled in optimizing sales opportunities to existing and walk-in customers. The candidate should have the ability to generate new business by outbound calling and by reaching out to the local community. The applicant is expected to have excellent oral and written communication skills with exceptional influencing skills. Ability to work effectively as a team member and with customers and ability to derive innovative solutions is required. The applicant is needed to have strong analytical and problem solving skills and proficiency in basic computer skills. May be required to work weekends and/or extended hours and regular, reliable attendance is critical.

Required Schooling / Training

Not Specified

Who is the client company

The company provides insurance and financial service.
If you are interested in this position, send your resume to