Proactively build relationships with existing and new, consumer and business customers by discovering customers' needs, to provide financial advice and offer bank products that will meet customers' financial goals. Collaborate with partnerships within the bank: Treasury Management Services, Mortgage, Credit Card, and Wealth Management; to help customers with specialized financial needs, and to retain and expand profitable relationships. Comply with bank's policies, procedures, and controls to minimize risk exposures, and be compliant with applicable laws, rules and regulations. Enhance customer satisfaction and build customer loyalty, by consistently engaging and connecting with customers; and exceed service expectations in timely manners, by taking ownership to effectively review and resolve customer issues. Translate goals and expectations into specific executable, weekly and monthly, sales activities to meet or exceed individual assigned goals. Use a consultative approach and effective sales processes, to maximize sales opportunities and effectively deliver sales results. Continuously learn to expand one's knowledge of features and benefits of deposit, loan, TMS, Wealth Management, and Digital Banking products and services; to become a trusted advisor and subject matter expert whom customers can depend on. Partake 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
Mid Level
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees