Location: Allen, TX
Date Posted: 08/19/2009

Description: 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. ALLEN LOCATION

Requirements:
High school diploma or GED. College degree in Business, Finance or other related field preferred. Fully licensed to sell investment products (Series 6 & 63 licenses) within twelve months in position. PC skills with experience in Excel and Word documents. Two years Retail Banking sales experience with emphasis on home equity lending, consumer lending, investments and deposit products. Two years teleconsulting sales experience. Must have assertive communication skills along with a focus for sales. Must be able to meet deadlines and pressure to attain sales objectives.