Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
- Financial Consultant
- Financial Specialist
- Investment Officer
- Relationship Manager
- Select Banker
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- Client Manager
- Financial Services Representative
- Relationship Banker
- Sales Representative
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- Contact prospective customers to present information and explain available services.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Make presentations on financial services to groups to attract new clients.
All 8 displayed
- Contact prospective customers to present information and explain available services.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Make presentations on financial services to groups to attract new clients.
- Prepare forms or agreements to complete sales.
- Review business trends to advise customers regarding expected fluctuations.
- Sell services or equipment, such as trusts, investments, or check processing services.
5 of 28 displayed
- access media advertising services
- advise clients on financial matters
- advise clients or customers
- complete information on loan forms
- conduct sales presentations
All 28 displayed
- access media advertising services
- advise clients on financial matters
- advise clients or customers
- complete information on loan forms
- conduct sales presentations
- ensure correct grammar, punctuation, or spelling
- evaluate degree of financial risk
- evaluate product quality for sales activities
- fill out business or government forms
- follow contract, property, or insurance laws
- interview customers
- maintain records, reports, or files
- maintain telephone logs
- make decisions
- make presentations on financial matters
- motivate people
- obtain information from individuals
- prepare reports
- provide customer service
- sell products or services
- sell securities services
- use computers to enter, access or retrieve data
- use interpersonal communication techniques
- use knowledge of economic trends
- use knowledge of written communication in sales work
- use marketing techniques
- use public speaking techniques
- use sales techniques
No information available.
No information available.
- Sales Agent, Financial-Report Service
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- Sales Representative, Financial Services
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