A professional who sells financial services to customers of financial institution. Respnsibilities include:

• Develops prospects from current commercial customers, referral leads, and other sources.
• Contacts prospective customers to present information on available services, such as deposit accounts, lines-of-credit, sales or inventory financing, cash management, or investment services.
• Determines customers' financial services needs and prepares proposals to sell services.
• Reviews business trends and advises customers regarding expected fluctuations.
• Attends sales and trade meetings to develop new business prospects.
• May make presentations on financial services to groups to attract new clients.
• May prepare forms or agreement to complete sale.
• May evaluate costs and revenue of agreements to determine if they are profitable to continue.
• May sell services, such as check processing and collecting, record keeping and reporting, trust, investment, or safekeeping services, or products such as travelers checks, to other financial institutions.
• May solicit businesses to participate in consumer credit card program.