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  • Internal Banking Consultant, Team Lead - RJ Bank

    Raymond James Financial, Inc. (St. Petersburg, FL)



    Apply Now

    Responsibilities

    + Sell standard products and services to customers and/or supervise a team of sales advisers.

    + Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.

    + Contribute to the development of annual business plans; input to the development of business cases for key activities/projects and with estimating the financial and human resources required to deliver performance targets.

    + Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

    + Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

    Skills

    + Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.

    + Orient the organization around delivering to the key needs of clients.

    + Understand the characteristics of an ideal client to identify potential clients.

    + Plan, organize, prioritize and oversee activities to efficiently meet objectives.

     


    Apply Now



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  • Internal Banking Consultant, Team Lead - RJ Bank
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