Client Financial Services Agent, Business

Temporary position for 18 months. The work mode arrangement for the position is full-time on site.

Required

• Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the above.
• Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
• As needed, contact members and clients to confirm planned transactions. Make courtesy calls upon request by the account managers.
• Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
• Contribute to business development by participating in a variety of solicitation activities.
• Use c...