Job Description: Sales Consultant Main Purpose: 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.
Sales Focus: 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.