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Branch CAST Sales Executive
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Attract and retain new customers, sell financial products, and provide services as needed to individuals Conduct branch or visit client visit sales Promote and sell financial products (e.g. account, credit cards, insurance, personal loans, investments) Complete sales of financial products and services in branches (collection and placement products) Serve as backup for th


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