What are the responsibilities and job description for the Financial Services Coordinator position at CTBC Bank Corp. (USA)?
About the Role:
As a Financial Services Coordinator at CTBC Bank Corp. (USA), you will play a key role in driving revenue growth and expanding existing customer relationships. The successful candidate will be responsible for developing and executing business development plans, identifying and pursuing new business opportunities, building and maintaining strong relationships with existing customers, and conducting needs assessments to identify cross-selling opportunities.
Responsibilities:
- Develop and implement sales strategies to meet or exceed monthly sales targets.
- Identify and pursue new business opportunities through research, networking, and referrals.
- Provide exceptional customer service to build trust and loyalty with existing customers.
- Work closely with other sales representatives and internal stakeholders to develop integrated sales strategies.
- Analyze and interpret data to inform sales decisions and optimize sales performance.
Requirements:
- Bachelor's degree in business, banking, finance, economics, or related field preferred.
- 7 years of product sales, customer relationship management experience in the branch banking industry or related environment.
- Life and Health Insurance licenses required.
- Strong analytical and problem-solving skills, with ability to analyze and interpret data.
- Excellent communication and interpersonal skills, with ability to interact with all levels of management and staff.
