SALES

Promote and sell: Promote and sell banking products and services to new and existing customers
Analyze: Analyze customer needs, preferences, and financial requirements
Educate: Educate customers about banking products and services
Follow up: Follow up with customers after sales
Build relationships: Build and maintain positive relationships with customers
Identify opportunities: Identify opportunities and threats by analyzing market trends and competitor activity
Create strategies: Develop and implement sales strategies to meet sales targets
Provide advice: Provide advice to banks on product development
Process applications: Process applications from initial inquiry
Submit forms: Package and submit forms to underwriters, insurers, and assurers
Negotiate: Negotiate and secure loan offers and terms