Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
<ul><li>Determine customers' financial services needs and prepare proposals to sell services that address these needs.</li><li>Prepare forms or agreements to complete sales.</li><li>Sell services or equipment, such as trusts, investments, or check processing services.</li><li>Contact prospective customers to present information and explain available services.</li><li>Develop prospects from current commercial customers, referral leads, or sales or trade meetings.</li><li>Evaluate costs and revenue of agreements to determine continued profitability.</li><li>Review business trends to advise customers regarding expected fluctuations.</li><li>Make presentations on financial services to groups to attract new clients.</li></ul>