Sales management professional with over 9+ years as a top sales performer in Sales & Service . Comfortable with new ideas, innovative products, environments and management roles. Demonstrates a passion for building relationships, cultivating partnerships and growing businesses.
Manage the branch's current book of business, Leverage referrals and other lead generation techniques.
• Identify new prospects and cross-selling opportunities by maintaining a working knowledge of the complete line of products.
•Maintain valuable partnerships with Financial Advisor, Commercial Banker and other lines of business.
•Deliver on sales volumes and revenue targets as agreed with District Manager
•Monitor competitor activities and programs, and identify product, marketing and other opportunities to share with Branch Manager
•Ensure desired business customer experience in branch, including personally opening accounts for business customers
• Act as small business expert within the branch, including training associates as needed
•Leverage appointments and referrals to work with customers and actively cross-sell products
•Actively update customers profile as well as business owner's personal profile using needs-based selling
•Schedule and conduct appointments with warm prospects
•Accountable for the execution of risk management/compliance protocols in the sales process
AIB: Marketing Financial Services
Client Relations, Computer Proficiency, Coordination, Creative Problem Solving, Critical Thinking, Customer Needs Assessment, Customer Service, Data Collection, Data Entry, Documentation, Executive Management Support, Research, Scheduling, Service Orientation, Speaking, Spreadsheets, Telephone Skills, Time Management Microsoft Excel, Microsoft Office Suite, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word,
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