Sky Banker - (US-FL-Tampa - 33697)

Minimum Education: None
Job Type: Full Time
Jobcode: N/A
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Responsibilities: Increase assets under management by offering CDs, savings accounts, loans/lines of credit and credit cards. - Build a referral base for cross selling opportunities to investments - Ensure accuracy of all documentation and KYC requirements - Drive client satisfaction by managing customer expectations and using appropriate resources and channels to present effective solutions to client's needs - Make every conversation a sales conversation. Adhere to strict regulatory and compliance guidelines Support key initiatives/projects and incorporate into the sales process Description: The Sky Services SE position is designed to perform targeted sales activities for the Blue Affluent Customer Segment within IPB and GEB with the ultimate goal of maintaining and increasing their total relationship balance. This role requires highly developed telephone customer interaction and sales skills. As sales executive, the candidate must be self-motivated, posses the ability to understand customer needs within each of the business segments IPB (International Personal Banking), and GEB (Global Executive Banking), with solid knowledge of product offerings. Functions are performed with a clear understanding of banking regulations, AML, and compliance requirements. This is a telephone sales position with aggressive goals and sales objectives, and an attractive variable compensation plan commensurate with individual and team performance. As our customer base is Latin American and Global, language requirements include bilingual skills in Spanish and English, conversant in Portuguese desired. The daily responsibilities of the Sky Services Sales Executive are: Clearly articulate IPB / GEB service offerings to all clients Manage daily contact ratios and sales opportunities for the IPB and GEB customer base (driven by sales campaigns) Meet or exceed goals and sales criteria by expanding client's product structure and generating new deposits to the bank. Key objectives: - Increase assets under management by offering CDs, savings accounts, loans/lines of credit and credit cards. - Build a referral base for cross selling opportunities to investments - Ensure accuracy of all documentation and KYC requirements - Drive client satisfaction by managing customer expectations and using appropriate resources and channels to present effective solutions to client's needs..

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