Contact potential customers via telephone to introduce banking products and services.
Effectively explain the features and benefits of various banking products such as savings accounts, credit cards, loans, investment options, and other financial services.
Identify customer needs and recommend appropriate banking solutions that align with their financial goals.
Provide accurate information and answer customer inquiries regarding account details, application processes, interest rates, fees, and terms and conditions.
Generate leads and proactively follow up on potential customer inquiries to convert them into sales.
Meet or exceed monthly sales targets and individual performance goals.
Maintain a strong understanding of the bank's products, services, and promotional offers.
Build and maintain long-term customer relationships by delivering excellent customer service and addressing customer concerns or complaints effectively.
Utilize the bank's customer relationship management (CRM) system to record interactions, update customer information, and track sales progress.
Collaborate with team members, sales managers, and other departments to achieve overall sales objectives and enhance the customer experience.
Stay updated on industry trends, competitive products, and market conditions to effectively position the bank's offerings and overcome objections.
Adhere to regulatory and compliance requirements related to banking products and services, ensuring all activities are performed within legal and ethical boundaries.