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Sales & Services Officer - ONET Job Title: (Loan Counselors)
Industry: Monetary Authorities - Central Bank share on twitter share on Facebook
 Job Details
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Job Title:   Sales & Services Officer
ONET Job Title:   Loan Counselors
Industry:   Monetary Authorities - Central Bank
Job Type:   Full Time
Job Location:   St. Thomas
Minimum Education:   Bachelors Degree
Career Level:   Experienced (Non-Manager)
Minimum Experience:   3 Years
Apply By:   Feb 25, 2023
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Job Description:

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General Description

Plans and implements financial institution sales and marketing programs targeted toward the business community.  Sells financial services to customers of financial institution by performing the following duties

Essential Duties and Responsibilities

Develops prospects from current commercial customers, referral leads, and other sources.  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.  Determines customers' financial services needs and prepares proposals to sell services. Reviews business trends and advises customers regarding expected fluctuations.  Attends sales and trade meetings to develop new business prospects.  Makes presentations on financial services to groups to attract new clients.  Promotes and cross-sells other establishment products and services as appropriate to customer requirements, such as business checking, business credit card, and letters of credit.  Prepares forms or agreement to complete sale.  Evaluates costs and revenue of agreements to determine if they are profitable to continue.  Sells services such as check processing and collecting, record keeping and reporting, trust, investment, or safekeeping services, or products such as traveler’s checks, to other financial institutions.  Solicits businesses to participate in consumer credit card program. Enters new customer data and other sales data for current customers into computer database. 


Minimum Education

Bachelor's Degree in Marketing or Business Administration


Certifications / Licenses


Analytical Discipline
Business Excellence
Change Agent
Collaboration & Teamwork
Customer Centric
Self Development

Additional Information

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Company Information More jobs from this company 
Company Name: Popular
Company Description:
About Popular Popular has been evolving constantly since it was founded over a century ago. From a small bank it has developed into a large Corporation that offers a great variety of financial products and services, with a presence in the United States, the Caribbean and Latin America.
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