Business Development Consultant
7 days ago
The Recruitment Council is seeking a skilled Bank Branch Consultant to join our dynamic team. As a key member of our sales and service department, you will be responsible for promoting and selling our comprehensive product range to clients.
In this role, you will develop new contacts and sales leads through internal campaigns and your own referrals, while upholding the highest standards of responsibility and client service. Your primary focus will be on achieving and exceeding customer growth, revenue, and collections targets.
You will execute the Bank's sales strategy, focusing on upselling, cross-selling, and capital take-up. This involves proactively engaging with existing and prospective customers through outbound calls and in-person visits, converting sales opportunities from customer queries, inbound requests, and lead generation.
Maintaining and growing relationships with customers to generate new business is also a critical aspect of this role. You will manage your sales pipeline, ensuring accurate tracking of prospects and activities. Additionally, you will conduct financial needs analyses and follow up with clients as necessary.
Your strong administrative skills will be essential in preparing and presenting weekly, monthly, and quarterly sales reports. Furthermore, you will manage cash, CAM, and credit card administration tasks as required. Your excellent communication and networking skills will enable you to stay informed about products, services, and market trends, identifying and acting on referral opportunities within the branch.
This role requires you to support the branch's business goals through marketing, promotions, and community events. You must ensure compliance with marketing policies and procedures. Your ability to follow instructions and procedures meticulously will be crucial in maintaining high deal quality by accurately completing product applications with customers. You will adhere to all regulatory requirements and Bank policies, reporting any incidents of fraudulent behavior or compliance breaches. Maintaining a zero-defect approach in deal quality and income/expense capturing is also essential.
You will uphold the Bank's Customer Service Standards and Treating Customers Fairly (TCF) principles, taking ownership of application quality, query resolution, and customer satisfaction. Your collaborative approach will enhance customer engagement and success. By participating in ongoing sales and service development training, you will continuously improve your skills and knowledge. Completing all required product, risk, and compliance training will also be necessary. Engaging in personal development initiatives will further enhance your value to customers. Finally, ensuring compliance with all branch security, safety, and operational procedures will be crucial in this role.
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