Bank Specialist (Part-Time)

Join the nation's #1 insurance company as a Bank Specialist (BS).  BS members focus on the education and transaction of our bank products with niche groups.  Bi-lingual candidates highly preferred (Spanish, Japanese, Korean, Mandarin, Amharic, Tigrinya, & Punjabi).  Previous bank employees or mortgage loan originators are favorable but no direct experience required.  Compensation is base + bonus.  Must be comfortable interacting with all kinds of people an as expert in bank and financial matters.  Strong problem solving skills, comfortable working with basic numbers, and a general understanding of money matters that are important to everyday people is a must.  Ideal job for current college students looking for valuable work experience and a great income.

Responsibilities include:

• Maintain company bank certification to market company bank products which includes loans (vehicle/home/business), credit cards, and checking/saving accounts
• Contacting and reaching out to prospects (leads are provided by agency but there is also an expectation that BS members develop their own lead resources) 
• Develop action plans to reach goals
• Manage leads from the first point of contact
• Close sales and identify roadmap of where client needs to go next
• Set appointments for annual reviews
• Maintain relationships developed by agent with various affiliates
• Assist agent in achieving $15 million in new bank deposits and outstanding loan balances

Last updated on Nov 9, 2023