- – Initiate contact with potential customers through inbound and outbound inquiries
- – Conduct discovery calls to understand customer needs and route opportunities
- – Maintain and grow prospect database while collaborating on online demos
- – Build and maintain strong client relationships to drive satisfaction and retention.
- – Identify opportunities for account growth and develop strategic account plans.
- – Coordinate with internal teams to ensure timely delivery of products and services.
- – Recommend business loan products to support sector growth and development.
- – Evaluate loan requests in accordance with legislation, policies, and best practices.
- – Build relationships with clients and collaborate with staff for efficient loan processes.