Sales and Business Development: Proactively reach out to potential clients and identify business opportunities to expand the customer base. Promote and sell bank products and services, including checking/savings accounts, loans, credit cards, mortgages, and other financial solutions. Conduct client needs assessments to recommend appropriate products that align with their financial goals.
Client Relationship Management: Build and maintain relationships with clients, offering exceptional customer service and regular check-ins. Act as a primary point of contact for customers, handling inquiries, and resolving issues promptly. Ensure client satisfaction to drive loyalty and future business referrals.
Sales Targets and Reporting: Meet or exceed individual and team sales targets and key performance indicators (KPIs). Track and report on sales activities, results, and client interactions to management. Maintain a sales pipeline and accurately forecast potential sales opportunities.
Market and Product Knowledge: Stay informed about bank products, financial services, industry trends, and competitor offerings. Communicate product details and benefits to clients, addressing questions and concerns. Provide feedback to product teams based on client needs and preferences.
Compliance and Risk Management: Adhere to all bank policies, procedures, and regulations to ensure compliance. Conduct thorough due diligence on clients and transactions to mitigate risk. Maintain confidentiality and ensure data privacy for all customer interactions.
