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.