Finance service sales agent vs business banker

Differences between finance service sales agent and business banker duties and responsibilities

Finance service sales agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Limit underwriting responsibilities, notary.

Business banker example responsibilities.

• Facilitate the origination process; manage re-looks with corporate small business lending group.
• Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
• Develop relationships with high-value commercial clients by prospecting and cross-selling banking product portfolio.
• Collaborate regularly with business partners to ensure optimal productivity and identify cross-selling opportunities for stock/mutual funds and life insurances.
• Develop business relationships and provide financial advisory skills for business owners seeking depository accounts, notary services and lines of credit.
• Analyze collateral, such as property, securities and business assets to ensure sufficient loan coverage.
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