Outbound Sales Representative

Job Responsibilities:

• Forecast budget requirements, update journal entries and prepare reports on same.

• Understand customer financial needs and accordingly recommend suitable bank products.

• Maintain up-to-date knowledge about bank products and services.

• Assist in selling and promoting bank products and services to customers.

• Provide excellent customer services and ensure customer satisfaction.

• Work under the guidance of Bank Manager to achieve both individual and team sales goals.

• Assist in account opening and closing operations and loan processing activities.

• Build positive working relationship with customers for repeat businesses.

• Identify and contact new customers and develop customer outreach and retention strategies.

• Respond to customer queries regarding bank statements, service charges and bank products.

• Address client concerns and requests in a professional manner.

• Ensure high levels of customer satisfaction through excellent sales service

• Assess customers’ needs and provide assistance and information on product features

• Follow and achieve department’s sales goals on a monthly, quarterly and yearly basis

• Maintain in-stock and presentable condition assigned areas

• Remain knowledgeable on products offered and discuss available options