Sales Consultant

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.

Marketing Focus :

Stay informed about product offerings and market trends.

Risk & Compliance Focus :

Ensure high-quality deal reviews and compliance with regulatory standards.

Customer Service :

Adhere to the bank''''s customer service standards and TCF principles.

Training & Development :

Participate in ongoing sales and service development training.

Operational Activities :

Ensure compliance with branch security and safety procedures.

Ideal Candidate :

Proactive individual with a passion for sales.