Retail Sales Assistant
DEPARTMENT - Retail
FSLA –Non-Exempt
REPORTS TO – Retail Sales Officer
STATUS - Full-Time
SUPERVISES - None
HOURS - Monday – Friday: 8:00 a.m. - 5:00 p.m., Afterhours sales & training meetings; Saturday rotation at Henderson &
Evansville Branches.
SUMMARY: Focuses on enhancing our customers’ experience from the time they visit the branch to the time they leave. Responsible for
the promotion of the bank’s products and services; assists in the training of the bank’s retail products and services, and assists in the
development of the bank’s products and services.
EDUCATION & EXPERIENCE:
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College degree or equivalent sales & marketing work
experience preferred but not required.
Minimum of three years’ experience in a sales environment.
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Demonstrated ability to sell and cross-sell products and
services.
Broad knowledge of financial industry & ability to apply &
develop innovative industry advances.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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Acknowledges and initiates conversation to build relationships with every customer when entering and leaving the Main Office Lobby.
Maintain a well-developed knowledge of the complete line of products and services offered, and work with the Retail Sales Officer to
deliver and communicate products offered within the organization and customer base..
Assists with the development of a sales culture and sales focused environment within the organization.
Develop and foster relationships with clientele, to build business and referrals to assist in the growth of the organization.
Maintain a sales environment, and actively participate in regular sales and office staff meetings.
Assist in the execution of sales contests, and monthly Blitzes and other motivational activities.
Assist Retail Sales Officer and Chief Retail Officer with Retail Merchandising.
In conjunction with other retail staff, seek opportunities to display and promote bundled and out-of-department products.
Assists with the Mystery Shopping and Control Program which provides feedback to evaluate employee performance and sales skills to
enhance bottom-line performance.
Assists with coordination of customer outreach.
Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction in the branches
and attending various seminars and community events.
Assist with limited teller functions as needed.
May assist with various retail functions as directed by Supervisor.
KNOWLEDGE, SKILLS, & ABILITIES:
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Superior Interpersonal Skills
Strong Verbal & Written Communication Skills
Strong Leadership Abilities
Demonstrated Presentation Skills
Demonstrated Knowledge and Understanding of Financial Products & Services
Communicates effectively & clearly with a broad range of employees across the organization, as well as external counterparts
Ability to Organize and Prioritize Work
Demonstrated Working Knowledge of Basic Computer Skills and Microsoft Office Applications (Microsoft Word, Excel, Outlook)
Retail Sales Assistant 2015 JLD
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COMPETENCIES:
To be successful in this position, an individual should possess & demonstrate the following competencies while performing the essential
functions of this position.
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COMPUTER SKILLS – Strong working knowledge of computer functions. Ability to learn new technical skills & commitment to
pursuing continuing education opportunities to advance technical skills.
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INITIATIVE – Ability to determine a correct course of action based on knowledge, policies & sound judgment. Takes proactive steps to
accomplish task without specific direction. Seeks out & takes responsibility for additional work assessments. Seeks out new learning
opportunities. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience & job training.
Willingness to take responsibility for decisions. Keeps supervisor informed of decision & reason & base for the decision.
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FOLLOW-UP – Completes assignments & tasks willingly, promptly & efficiently. Responds with a sense of urgency to requests from
customers, co-workers & /or supervisor. Keeps supervisor informed of status of completed tasks.
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COMMUNICATION SKILLS- Relates positively to customers, staff, co-workers, & supervisors. Consistently keeps staff & supervisor
informed. Consistently demonstrates appropriate use of language expected in a professional work environment. Considerate & respectful
of customers, staff, co-workers, & supervisors by tone, volume & mannerism used in communicating. Expresses thoughts clearly &
proficiently in written & oral form. Maintains confidentially in all bank, employee & customer related matters.
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INTERPERSONAL RELATIONSHIP SKILLS – Works well with & along co-workers conveying thoughts, actions & actions in a positive
manner. Supports, accepts & understands management & company directives & works to help achieve individual, departmental &
company objectives & goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for
improvement. Strong sense of business propriety & decorum. Interacts & communicates with individuals at all levels of the organization.
Dependable, consistently at work & on time, follows instructions, responds to management directions & solicits feedback to improve
performance.
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TIME-MANAGEMENT – Ability to consistently display a sense of urgency in completing tasks & servicing customer’s needs. Ability to
maintain accuracy & quality & of work as quantity of work increases. Individual organizes, prioritizes & plans work activities & use of
time efficiently. Effectively prioritizes duties & develops a system that triggers action in own workflow. Possess ability to realize urgent
nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat & efficient work environment necessary for
completion of duties in a timely manner. Demonstrates accuracy & thoroughness & monitors own work to ensure quality & quantity of
work. Takes time to verify work & promptly correct errors. Maintains all the required & appropriate records necessary in the job.
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ADHERENCE TO POLICIES & PROCEDURES - Understands the importance of adherence to bank policies in job related functions,
employee & banking issues. Maintains confidentiality of employee, customer & bank information within & outside of the company.
Actions & behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee & bank
information.
ADA REQUIREMENTS: Work is performed in an office setting; one must be able to concentrate & perform work in an area that will likely result in
the interruptions of one's duties. May be required to stand for long periods of time and to lift items weighing up to 25-70 lbs.
This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions & duties may
be modified when deemed appropriate by management.
Retail Sales Assistant 2015 JLD