Sales Associate (Contract)

Summary

Deliver superior client experience and sales goals by assisting clients with their full range of financial needs for both business and personal clients. Take a client focused approach to effectively assess clients’ financial needs, provide advice and propose product/ service solutions that meet these needs. Identify additional client needs for cross-selling opportunities with the goal of deepening client relationships and building long-term profitable relationships. Focus on anchoring new and existing clients through effective contact strategies tailored to the clients’ circumstances.

Responsibilities

• • Deliver quality client service by greeting and responding to clients promptly and courteously and complete transactions according to Sagicor Bank's client service standards.
• • Take ownership and accountability of clients’ problems at first point of contact.
• • Work with the unit in the achievement of growth targets and the Bank’s business and strategic plans related to retail sales.
• • Demonstrate commitment to cross sell and refer the products and services of Sagicor Group.
• • Maintain awareness and adequate knowledge of all bank products.
• • Educate clients about appropriate products and services to satisfy needs.
• • Exercise due diligence when completing applications, adhering to all credit policies and procedures.
• • Follow up with clients promptly.
• • Participate in promotional campaigns by representing the bank at networking and client events to further enhance its image and develop additional business.
• • Perform other related duties assigned from time to time.

Required Skills

• • Knowledge of Microsoft Office suite.
• • Knowledge and training in credit and security would be an asset.
• • High degree of accuracy and detail oriented.
• • Knowledge of the bank’s systems and procedures.
• • Knowledge of the Proceeds of Crime Act (POCA).
• • Strong selling & negotiating and customer service skills.

Qualifications

• • Minimum of an associate’s degree in Banking & Finance, Business Administration, or related discipline from a recognized institution.
• • A minimum three (3) years working experience in the sale of financial products and services.

Additional Information and Instructions

• This role includes:

  • • Frequent travel required to perform duties in the field and occasional work in the office.
  • • Fast paced environment.
  • • Frequent work outside of normal business hours and on weekends

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