Job Description:

• 1) Sells financial services to customers of financial institution: Develops prospects from current commercial customers, referral leads, and other sources.

• 2) Contacts prospective customers to present information on available services, such as deposit accounts, lines-of-credit, sales or inventory financing, cash management, or investment services.

• 3) Determines customers' financial services needs and prepares proposals to sell services.

• 4) Reviews business trends and advises customers regarding expected fluctuations.

• 5) Attends sales and trade meetings to develop new business prospects.

• 6) May make presentations on financial services to groups to attract new clients.

• 7) May prepare forms or agreement to complete sale.

• 8) May evaluate costs and revenue of agreements to determine if they are profitable to continue.

• 9) May sell services, such as check processing and collecting, record keeping and reporting, trust, investment, or safekeeping services, or products such as travelers checks, to other financial institutions.

• 10) May solicit businesses to participate in consumer credit card program.