.. and creative methods will uncover potential new customers by gathering Data, identifying future sales opportunities and confirming interest with .. and invitations to special events Update CRM (Salesforce) customer Data and record information from new leads and prospects Achieve monthly quotas .. autres
Work setting :
- Financial institution
Tasks :
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Complete credit and loan documentation
- Interview applicants for loans
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Prepare statements on delinquent accounts
- Promote sale of credit and loan services
- Review and update credit and loan files
Type of loan experience :
- Personal
Work conditions and physical capabilities :
- Attention to detail
- Fast-paced environment
- Tight deadlines
- Work under pressure
Personal suitability :
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
Financial benefits :
- Commission
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