* Achieve financial targets and sales budgets.
* Gather customer information and determine eligibility based on company requirements.
* Provide accurate and comprehensive information to customers about our products and services.
* Address and resolve customer inquiries, requests, and complaints within set timeframes.
* Offer constructive feedback on processes, products, and procedures to support business improvement.
* Collaborate with internal teams to meet organizational and unit objectives.
* 3+ years in sales and business development for a bank or financial institution.
* Bachelor's degree in management, social sciences, or related field.
* Strong communication, presentation, and problem-solving abilities.
* Excellent planning, prioritization, and attention to detail.
* Sound judgment and problem-solving.
* Effective verbal and written communication.
* Proactive and self-motivated.
* Flexible and detail-oriented.
* Works well with others and has strong interpersonal skills.