Sales special agent vs personal banker

Differences between sales special agent and personal banker duties and responsibilities

Sales special agent example responsibilities.

• Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
• Collaborate with internal customers and DHL partners to track and resolve customer invoice disputes.
• Sell hard line, soft line golf equipment and men's and women's apparel.
• Utilize a CRM data base and keep scrupulous notes, closing ratios and follow up deadlines.
• Focuse on Medicare supplement to individuals 65 and older, as well as long term care.
• Perform inside sales, including telemarketing, prospecting, account penetration and product application, consulting and delivery of customer service.
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Personal banker example responsibilities.

• Manage customer s portfolio while identifying cross-sell opportunities to increase acquisition of customer s financial and credit services.
• Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
• Certify as a public notary and international wire transfers.
• Process consumer loan applications following approve guidelines, NMLS certify.
• Identify and maximize new account sales and cross-sell opportunities, utilizing customer profiling to develop book of business.
• Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives through proper customer profiling and needs-base selling.
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