Job Information
Job Description
- Monitor and identify clients and maintain client base through efficient interactions with clients and analyze any changes in clients needs.
- Coordinate with prospects to understand individual client requirement and recommend plans to ensure achievement of all objectives.
- Develop financial strategies and plans and recommend specific products to clients.
- Evaluate prospect requirements of clients and determine qualified leads through efficient networking and cold calling.
- Develop and maintain a relationship with business owners, individuals, corporate executives and influential personnel with the client.
- Supervise all finance sales process and manage multiple responsibilities.
- Perform all audit and security procedures, bank policies, federal regulations and ensure completion of work within the deadline.
- Manage all communication with the bank and provide excellent customer service and resolve any customer issues.
- Administer all clients’ queries on financial issues, manage the effective resolution of all customer complaints.
- Coordinate with other departments for and maintain efficiency on all sales procedures and activities.
- Maintain and interpret all audit policies and ensure compliance to same.
- Assist in service and sales process and provide training to sales personnel.
- Monitor all communication with and administer all income expense and provide tax status.
- Analyze all information to develop strategies and ensure the achievement of all financial objectives for the client.
- Develop strategies to sell financial products like mutual funds, annuities, and insurance.
- Administer and access comprehensive personnel and business product lines.
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