Consultant, Proactive Sales

Business Segment : Personal & Private Banking

To provide an efficient and effective point of contact for new and existing Consumer Clients within the Branch and through proactive initiatives. To provide an onsite selling capability to lead sources and acquire new business within the relevant Local Market. To ensure that the clients' banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates, and specimen signatures.

Qualifications

Experience Required

• Client Coverage
• Personal and Private Banking
• 3-4 years sales experience in dealing with self-employed clients, high value / multi-segment clients.
• Proven sales track record in the financial services industry, proactive hunting experience, and good stakeholder management experience.

Additional Information

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