Plays key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre- call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)). Education and Experience Required: Associate's degree and a minimum of 4 years' proven retail sales, call center, customer service and/or telesales experience or in lieu of a degree a combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years' proven retail sales, call center, customer service and/or telesales experience.