Organization / Workplace

Location

Occupation

Industry

Finance / Banking / Insurance

About

• Growing and developing client base by warm calling, cold calling, networking, conducting onsite events and door to door sales • Cross-selling banking products that include Deposit Accounts, Auto Loans, Home Equity, Credit Cards and Merchant Services • Setting up appointments for Santander Investment (SIS) and Mortgage partners by making 30 to 60 outbound calls daily that is being generated from Consolidated Lead List (CRM) • Daily activities include resolving customer issues, receiving inbound and conducting outbound phone calls, visiting local business owners and setting up appointments to meet face-to-face in person • Responsible for finding onsite partners and promoting ...