The role focuses on identifying customer needs through proactive outreach to provide basic and complex banking solutions
Job Summary
The role focuses on identifying customer needs through proactive outreach to provide basic and complex banking solutions.
Candidates must leverage the portfolio management process to develop new relationships and expand existing ones while meeting sales goals.
The position requires a sophisticated understanding of transactional, savings, retirement, and protection needs alongside strict adherence to compliance standards.
Matching Summary
The role focuses on identifying customer needs through proactive outreach to provide basic and complex banking solutions.
Salary
Base: $27.59 - $45.98 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
proactive retail sales experience
portfolio management process
KYC and fraud prevention knowledge
consultative sales approach
loan structure evaluation skills
Nice-to-have
community networking event participation
bi-lingual communication abilities
notary public license
strong time management skills
cross-selling retail products expertise
Key Requirements
High school diploma or GED required
Minimum 3 years retail sales or telesales experience
OR minimum 2 years proven proactive sales experience