Private Banker

We are seeking a dedicated and dynamic Sales Banker to join our team. This role focuses on managing the mobility process and driving credit sales. The successful candidate will be responsible for conducting customer calls, creating effective sales campaigns, and handling substantial data while ensuring compliance with regulatory requirements.

Requirements:

Minimum of one year of banking experience - Must
Strong analytical skills and the ability to interpret and utilize data effectively - Must
Solid understanding of Office 365 applications (Outlook, Excel, Word, etc.)
Strong commitment to customer service and a keenness for continuous learning
Proven sales experience with a track record of meeting or exceeding targets.
Experience with project management tools like Monday.com.

Responsibilities:

Mobility Process:

Conduct customer calls to facilitate the transfer of One Zero customers to paid plans.
Manage the transfer of customers from competing banks to our services.
Create reports for the BOI
Provide prompt and accurate responses to employee inquiries regarding the mobility process.

Credit Sales:

Conduct sales calls to customers seeking loans and credit products.
Reach out to warm leads to promote and sell credit products.
Design and implement sales campaigns to enhance sales performance.
Handle and analyze significant amounts of data to support sales activities and ensure regulatory compliance.