Branch Customer Success & Sales Executive

PeopleStrong; South Gate (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

PeopleStrong is seeking a graduate with fresh or 1 year of lending/financial services experience to support branch operations and customer engagement. You will promote products, build relationships, and help drive profitability while ensuring smooth day-to-day transactions and data accuracy.

The role emphasizes cross-selling, upselling, and delivering excellent service to customers and prospects in the local market.

Qualifications

• Candidate should have basic understanding of lending/financial services.
• Good communication and customer interaction skills.
• Willingness to learn processes and product offerings.

Responsibilities

• Ensure quality of business and operational efficiency through process adherence.
• Promote and maintain positive relations with contacts, customers, and potential customers
• Achieve desired level of productivity to meet & contribute towards branch profitability targets.
• Promotes the products and services; consistently cross-sells and Up-sells products at every opportunity.
• Conduct promotional activities for marketing and drive referral programs for customer acquisition
• Responsible to handle day to day transactions and valuables.
• Maintain all data and records related to daily transactions
• Retain customers, by working towards achieving the higher purpose to transform the life of the common man by improving their financial well being

Skills

Process Knowledge Orientation

Cross Selling Upselling

Business Development

Communication Skills English Local

Education

Graduate

Job description

PeopleStrong is seeking a graduate with fresh or 1 year of lending/financial services experience to support branch operations and customer engagement. You will promote products, build relationships, and help drive profitability while ensuring smooth day-to-day transactions and data accuracy.

The role emphasizes cross-selling, upselling, and delivering excellent service to customers and prospects in the local market.