Consultant Sales jobs in United States

MAIN PURPOSE OF THE JOB

To promote and sell the Bank’s product bouquet to clients through responsible sales activities. Responsible for sourcing and developing new contacts/prospects and sales leads through the Bank’s internal campaigns and personal referrals.

Key Performance Inputs/Activities

1. Sales Focus

• Achieve customer growth, revenue, and collections targets as defined by the bank.
• Meet and exceed activity metrics for all product lines.
• Meet, exceed, and effectively execute sales and customer targets set by the Bank.
• Implement the Bank's sales strategy regarding Product & Value-Added Services (Up Selling, Cross Selling, Capital Take Up).
• Make outbound calls to existing and prospective customers.
• Convert all sales opportunities through inbound requests, outbound calls, lead generation, and customer queries.
• Establish and maintain relationships with existing and new customers to generate business.
• Participate in cross-selling bank products.
• Maintain detailed pipeline and prospect data.
• Arrange in-person visits, appointments, and presentations, with follow-up calls as needed.
• Conduct professional financial needs analyses to support sales.
• Schedule customer feedback sessions for document collection and updates.
• Adhere to supervision requirements for all financial products.
• Prepare and present weekly, monthly, and quarterly reports to management.
• Ensure effective Cash Management, CAM Management, and Credit Card Administration & Fulfilment as authorized.
• Take accountability for personal sales results.

2. Marketing Focus

• Stay informed about products, services, and competitive activities.
• Identify referral opportunities within and around the branch.
• Support branch goals by generating new business through marketing, promotions, telemarketing, and targeted initiatives.
• Participate in community events to promote the bank and increase business opportunities.
• Ensure all marketing activities comply with policies and procedures.

3. Risk & Compliance Focus

• Ensure deal quality by reviewing and completing applications accurately and timely, using all necessary bank tools and training.
• Comply with policies and procedures related to customer interactions.
• Ensure adherence to regulatory requirements and bank compliance policies.
• Report incidents as required by regulations (AML, fraud, dishonesty).
• Maintain a “zero-defect” approach in deal quality and income/expenses capture.
• Comply with FAIS journey and RE qualification parameters as set by the bank.

4. Customer Service

• Follow the Bank’s Customer Service Standards and relevant legislation.
• Adhere to TCF principles.
• Take responsibility for personal behavior and contribute to team efforts to enhance customer engagement.
• Meet customers’ financial needs and help them succeed financially.
• Ensure quality and timely processing of applications, queries, and solutions.

5. Training & Development

• Participate in ongoing sales and service training to address developmental needs.
• Complete all relevant product, service, risk, and compliance training initiatives.

6. Operational Activities

• Comply with all security, safety, and operational procedures, including opening/closing, surveillance, security, and safety drills.
• Perform administrative duties as required by management.

Minimum Education

NQF level 6 FSCA aligned/business qualification, with RE5 preferred.

Minimum Experience

At least 2 years of sales and client service experience, with full representative status in all product categories.