Finance service sales agent vs consumer banker

Differences between finance service sales agent and consumer 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.

Consumer banker example responsibilities.

• Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
• Handle vault, safe-deposit, ATM and night-drop activities.
• Facilitate monthly auditing by conducting cash counts for vault and ATM.
• Develop new business opportunities, send securities and mortgage referrals to other departments.
• Perform customer profiling to determine future sales opportunities and identify profitable retail prospects for the investments departments.
• Develop customer base through cross-selling products and servicing existing clients, develop new business through interaction with internal and external resources.
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