Job: Preferred Client Officer

Generates consumer banking product sales to existing and prospective mass affluent clients by profiling financial needs and performing outbound teleconsulting calls with emphasis on home equity, investment and deposit product sales. Responsible for building relationships with mass affluent clients in assigned markets through sales and providing exceptional service levels.

Duties:
Achieves monthly, quarterly and annual sales goals as established by manager.

Conducts predetermined number of teleconsulting calls each day to mass affluent clients and prospects.

Identity cross sell opportunities for mass affluent clients and refer them to other Retail Banking Product Specialist.

Resolves client problems, issues or concerns by providing exceptional levels of customer service.

Maintains daily records of products sold and other management reports as required.

Maximizes the Bank's profits by actively marketing the products the Bank has identified as critical or on special promotions.

Keeps current on Bank products, pricing, sales techniques and marketing strategies.

Develops marketing scripts to facilitate teleconsulting sales calls.

Required Qualifications:
High school diploma or GED
Teleconsulting sales experience
Retail Banking sales experience with emphasis on home equity lending, consumer lending, investments and deposit products.
Must have assertive communications skills along with a focus for sales.
Must be3 able to meet deadlines and pressure to attain sales objectives.
PC skills with experience in Excel and word documents
Fully Licensed to sell investment products (Series 6 & 63 and Colorado Life and Health) within six months in position.

Preferred Qualification:
College degree in Business, Finance or other related field.
Two years Retail Banking sales experience with emphasis on home equity lending, consumer lending, investments and deposit products.
Two years teleconsulting sales experience
Bilingual (Spanish/English)