Community Deposit Specialist (Nationwide)

Responsibilities

• Generate and qualify leads from internal and external lists including sourcing and developing client referrals to achieve acquisition goals;
• Develop and schedule sales proposals and activities including calls to new potential and existing clients to e nsure optimum pipeline generation ;
• Ensure customer service satisfaction and good client relationships including client briefing and training and responding to sales enquiries by phone, email or in person ;
• Follow up on sales activities to ensure sales closure, reporting to management and ensure accounts are open in a timely manner;