| Job Title |
Sales Representative, Financial Services |
| Job Description |
Sells Financial Services To Customers Of Financial
Institution: Develops Prospects From Current Commercial
Customers, Referral Leads, And Other Sources. Contacts
Prospective Customers To Present Information On Available
Services, Such As Deposit Accounts, Lines-of-credit, Sales Or
Inventory Financing, Cash Management, Or Investment Services.
Determines Customers' Financial Services Needs And Prepares
Proposals To Sell Services. Reviews Business Trends And Advises
Customers Regarding Expected Fluctuations. Attends Sales And
Trade Meetings To Develop New Business Prospects. May Make
Presentations On Financial Services To Groups To Attract New
Clients. May Prepare Forms Or Agreement To Complete Sale. May
Evaluate Costs And Revenue Of Agreements To Determine If They
Are Profitable To Continue. May Sell Services, Such As Check
Processing And Collecting, Record Keeping And Reporting, Trust,
Investment, Or Safekeeping Services, Or Products Such As
Travelers Checks, To Other Financial Institutions. May Solicit
Businesses To Participate In Consumer Credit Card Program.
|
