Bank Products Specialist

2 days ago


Los Angeles, California, United States Zig Tekeste Agency Full time
Job Overview

Zig Tekeste Agency is seeking a highly motivated Bank Products Specialist to join our team. As a key member of our sales team, you will play a critical role in educating and selling our bank products to niche groups.

About the Role

The successful candidate will be responsible for maintaining company bank certification to market bank products, including loans, credit cards, checking/saving accounts. This will involve contacting and reaching out to prospects, developing action plans to reach goals, managing leads from first contact, closing sales, and identifying client needs.

Responsibilities
  • Maintain company bank certification to market bank products (loans, credit cards, checking/saving accounts)
  • Contact and reach out to prospects to educate them on our bank products
  • Develop and implement action plans to achieve sales goals
  • Manage leads from initial contact through to closing sales
  • Closing sales and identifying client needs to provide exceptional customer service
  • Schedule appointments for annual reviews to maintain strong relationships with clients
  • Maintain relationships with affiliates to drive business growth
  • Contribute to achieving $15 million in new bank deposits by working closely with agents
Requirements
  • Previous experience in banking or mortgage loan origination is desirable
  • Bilingual candidates are highly preferred
  • Strong problem-solving skills and basic number skills are essential
Compensation and Benefits

The salary for this position is estimated to be between $60,000 and $80,000 per annum, depending on experience. In addition to a competitive base salary, the successful candidate can expect a bonus structure that rewards performance.



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