Job Details

Marketing & Sales Representative Featured

  2019-01-16     Personal Finance Center     126 Chalan San Antonio  

Marketing & Sales Representative

●Responsible for placing outbound calls and making on-site office calls to actively identify and generate qualified leads and convert them into appointments for the Money Certificate Department.

●Assist the Certificate-Teller Manager in achieving the Money Certificate Department's production targets.

●Perform & achieve telemarketing & sales target goals & objectives.

●Schedule calls & visits for potential new customers.

●Create, update & manage customer & prospect lists, provide progress reports.

●Conduct Money Certificate product & services presentations, obtain commitment, & make the necessary follow ups to successfully secure the designated account relationship & sustainability.

●Provide continued dialogue & contact with customers/prospects, address concerns/issues, proactively address future needs, encourage referrals & keep lines of communication open.

●Attend product/trade fairs/community outreach programs to promote PFC's investment services.

●Prepare bank survey rates for time shares/certificates in comparison to PFC's money certificates & keep abreast of any investment promotion offered by other banks.

Customer Service - assist in servicing existing customers by performing preparation of new certificates for new sales, rollovers, and redemption of certificates.

●Process batch transaction for input to AS400 for end-of-day processing.

●Prepare affidavits for lost certificates.

●Promote & cross sell PFC's products & services.

Qualifications include a BA in marketing with 1 year sales/marketing experience, or high school diploma or GED; minimum of 2 years telesales/telemarketing and/or face-to-face marketing/sales experience, or equivalent combination of education and experience. Excellent verbal & written communication skills, customer service, organizational and time management skills. Good working knowledge & proficiency in Microsoft Office Word, Excel & Outlook calendar. Must have a professional & persuasive phone demeanor, be sales & goal oriented, and able to work independently and collaboratively.


Do not contact this company in solicitation of any product or service.

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