Sales Representative Financial: Sells financial services... [+] More
Sales Representative Financial: Sells financial services to customers of financial institution. Calls on prospective customers to present information on available services, such as deposit accounts, lines-of-credit, sales or inventory financing, cash management, or investment services. Generates prospects from current commercial customers, referral leads, and other sources. Prepares proposals to sell services upon determining customers' financial services needs.
Checks business trends and advises customers regarding expected fluctuations. Attends sales and trade meetings to develop new business prospects. Keeps current on investment product market trends and issues. May prepare forms or agreement to complete sale. 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 credit card program. (Source: eDOT Job Description) [-] Less
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