
Core responsibilities
Prospecting and sales:
Identify and approach potential customers to promote credit card products and meet sales targets.
Product knowledge:
Explain the features, benefits, and terms of various credit cards to help customers make informed decisions.
Application processing:
Assist applicants with the application process and ensure all necessary documents are submitted correctly.
Customer relationship management:
Maintain a database of prospects and clients, and provide post-sales service, including handling inquiries and resolving issues.
After-sales support:
Ensure credit card activation, follow up with new clients, and explain spending offers to increase card usage.
Key skills and qualifications
Sales and communication:
Strong sales skills, persuasive communication, and the ability to handle customer objections.
Customer service:
A commitment to providing high-quality customer service and resolving issues efficiently.
Product knowledge:
A good understanding of credit card features, benefits, and the ability to explain them clearly.
Technical skills:
Proficiency in managing a sales pipeline, using a CRM, and reporting.
Educational background:
An associate or bachelor's degree is often required, with on-the-job training provided for entry-level positions.
Self-motivation:
A results-oriented mindset with the ability to work independently and view rejection as a learning opportunity.