Sales Representative, Financial Services
Overall rating: (N/A)
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Sells financail 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' finnacial services needs and prepares
proposals to sell services.
Reviews busienss trends and advises
customers regarding expected fluctuations. Attends sales and
trade meetings to develop new business propsects. May make
presentations on financial services to gruops to attract new
clients.
May perpare 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 instituitons. May solicit
businesses to participate in conusmer credit card program.
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Sales Representative, Financial Services
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