Jobs at CDL Human Resource

• Our client is looking for a dynamic, energetic, and results-oriented Direct Sales Agent to join their team. The ideal candidate will be responsible for marketing and selling the bank’s financial products and services, including account opening, while ensuring exceptional customer service and consistently meeting sales targets.

Key Responsibilities

• Actively market and sell the bank’s products and services to new and existing customers.
• Drive account opening initiatives by onboarding new customers and ensuring proper documentation and compliance.
• Identify potential clients through field visits, referrals, networking, and lead generation.
• Provide accurate information to customers regarding financial products such as accounts, loans, and insurance packages.
• Build and maintain strong customer relationships to ensure repeat business and referrals.
• Meet and exceed individual and team sales targets.
• Gather market intelligence and provide feedback to management on competitor activities, customer needs, and market trends.
• Ensure compliance with bank policies, procedures, and regulatory guidelines.
• Prepare and submit daily/weekly sales reports to the supervisor.

Requirements

Qualifications & Experience

• Diploma or Bachelor’s degree in Sales, Marketing, Business Administration, or a related field.
• 2–3 years of proven experience in banking and/or insurance sales.
• Demonstrated ability to meet and exceed sales targets.
• Strong networking, negotiation, and communication skills.
• Self-motivated, energetic, and able to thrive in a fast-paced sales environment.
• Excellent customer service and interpersonal skills.
• Ability to work independently with minimal supervision.

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• The Executive Assistant will be a key partner in managing daily operations, including scheduling, email management, invoice processing, and administrative coordination.He/She should be proactive in anticipating needs, detail-oriented in execution, and motivated to identify ways to take tasks off the Marketing VP's plate.
• This role is ideal for someone who is highly organized, thrives on task management, and is eager to learn and grow in marketing operations, creative development, or campaign management.

Key Responsibilities

• Scheduling & Calendar Management
• Manage and coordinate the Marketing VP’s calendar, ensuring efficient scheduling of meetings, appointments, and events.
• Proactively identify and resolve scheduling conflicts.
• Coordinate video production days and travel.
• Email Management
• Monitor and manage the VP’s inbox, flagging priority messages and drafting responses.
• Ensure timely follow-ups and organize communications for efficiency.
• Invoice & Expense Management
• Enter and track invoices, ensuring accuracy and timely processing.
• Assist with expense reporting and budget tracking for the marketing team.
• Administrative Support
• Provide general administrative support, including tracking and following up on action items.
• Organize and maintain digital files and documents.
• Assist with tasks such as gift card coordination and corporate onboarding.
• Proactive Task Management
• Anticipate team and executive needs, proactively solving problems before they arise.
• Take initiative in removing tasks from the VP’s workload.
• Support operational efficiency, including QA testing of funnels and other processes.
• Growth & Development Opportunities
• Collaborate with the marketing team on special projects.
• Explore growth areas in marketing operations, creative development, campaign management, and AI tool adoption.
• Contribute ideas to improve workflows, reporting, and automation.

Must-Haves

• Proactive Mindset: Strong initiative with the ability to anticipate needs and independently add value.
• Organizational Excellence: Exceptional attention to detail; able to manage multiple tasks and priorities simultaneously.
• Communication Skills: Strong written and verbal communication; able to draft professional correspondence.
• Tech-Savvy: Proficiency in Google Workspace (Docs, Sheets, Calendar, Gmail), project management tools (Asana), and communication platforms (Zoom).
• Availability: Minimum 4-hour overlap with 10 AM–6 PM MT.
• Confidentiality: Demonstrated ability to handle sensitive information with discretion.

Valued Experience

• Familiarity with marketing tools and platforms (Braze, Canva, Adobe Creative Suite).
• Experience or interest in creative tasks such as graphic design, copywriting, or video editing.
• Knowledge of marketing operations, workflows, reporting, or automation tools (Zapier, Airtable).
• Experience with event coordination (virtual or in-person).
• Interest in experimenting with AI tools for marketing and operations.