The position involves proactively building relationships with both existing and new consumer and business customers by discovering their needs to provide financial advice and offer bank products that align with their financial goals. The role requires collaboration with various partnerships within the bank, including Treasury Management Services, Mortgage, Credit Card, and Wealth Management, to assist customers with specialized financial needs and to retain and expand profitable relationships. Compliance with the bank's policies, procedures, and controls is essential to minimize risk exposures and ensure adherence to applicable laws, rules, and regulations. Enhancing customer satisfaction and building loyalty is a key focus, achieved by consistently engaging with customers and exceeding service expectations in a timely manner. The position also involves translating goals and expectations into specific executable sales activities to meet or exceed individual assigned goals. A consultative approach and effective sales processes are necessary to maximize sales opportunities and deliver results. Continuous learning to expand knowledge of various banking products and services is expected to become a trusted advisor and subject matter expert. Additionally, the role requires participation in overall branch efforts as a high-level team player, providing banking expertise and support in various banking duties.
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Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees