Promote and sell a range of financial products to clients through proactive sales activities.
Key Responsibilities :
Achieve customer growth, revenue, and collections targets.
- Source and develop new leads through internal campaigns and referrals.
- Establish and maintain relationships with existing and prospective customers.
- Conduct outbound calling to target potential clients and convert inbound inquiries.
- Perform financial needs analyses to identify suitable products for clients.
- Track and manage sales pipeline and prospect data.
- Collaborate with internal stakeholders to ensure effective product offerings.
- Participate in community events to generate new business opportunities.
- Ensure compliance with regulatory requirements and internal policies.
- Provide exceptional customer service and resolve client queries promptly.
Meet and exceed individual activity metrics for all product lines.
- Execute the bank''''s sales strategy effectively.
- Maintain detailed tracking of sales activities and results.
Marketing Focus :
Stay informed about product offerings and market trends.
- Assist in generating new business through marketing initiatives.
Risk & Compliance Focus :
Ensure high-quality deal reviews and compliance with regulatory standards.
- Report any fraudulent behavior or incidents as required.
Customer Service :
Adhere to the bank''''s customer service standards and TCF principles.
- Help customers achieve their financial goals and needs.
Training & Development :
Participate in ongoing sales and service development training.
- Complete all mandatory compliance training.
Operational Activities :
Ensure compliance with branch security and safety procedures.
- Perform administrative duties as required by management.
Ideal Candidate :
Proactive individual with a passion for sales.
- Strong communication skills and customer-centric approach.
- Ability to foster long-term client relationships and drive business success.