Sales Representative, Financial Services
Overall rating: (N/A)
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Sells financial services to customers of financial
institution: Develops prospects from current commercial
customers, referral leads, and other sources. Contacts
prospective customers to present information on available
services, such as deposit accounts, lines-of-credit, sales or
inventory financing, money management, or investment services.
Determines customers' fniancial services needs and prepares
proposals to sell services. Reviews business trends and advises
customers regarding expected fluctuations.
Attends sales and
trade meetings to develop new busienss prospects.
May make
presentations on fniancial services to groups to attract new
clients.
May prepare forms or agreeemnt to complete sale. May
evaluate costs and revenue of agremeents to determine if they
are profitable to continue. May sell services, such as check
processing and collecting, record keeping and reporting, trust,
investment, or safkeeeping services, or products such as
travelers checks, to other financial institutions.
May solicit
businesses to participate in consumer credit card program.
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Sales Representative, Financial Services
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