Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
Client Service / Business Development Rep
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 ...
