Account Executive (Retail) SXM
Summary
General Purpose: The Account Executive – Retail is a member of the Customer Service and Sales team and is responsible for promoting and selling the Bank's consumer products and related services to both existing and prospective clients.
Summary generated from the employer's posting.
What the role involves
- Provide comprehensive information and assistance on bank products and services to valued clients, both verbally and in writing.
- Offer tailored solutions, advice, and support to meet clients' specific needs and expectations.
- Manage and follow up on client portfolios, ensuring ongoing satisfaction and engagement.
- Identify and pursue new business opportunities through cold calling and prospecting.
- Process and assess new loan requests by credit applications, preparing well-researched proposals for decision-making.
- Maintain strong client relationships while ensuring compliance with the credit and collection policies.