Position
Responsibilities:
* Execute integrated sales, relationship, and credit strategies that
are aligned with the Financial Center business plan to achieve desired
revenue and service hurdles.
* Achieve personal production goals by expanding existing relationships
and acquiring new business through referrals from existing clients,
while utilizing effective calling techniques and leveraging bank products
and services.
* Work with non-relationship-managed business banking clients and cross
sell.
* Maintain customer advocacy and client retention by providing exceptional
customer service in every customer transaction.
* Coordinate with the Service Officer to ensure a consistent and outstanding
customer experience. Drive efforts in the Financial Center to identify
and implement service behaviors that improve the overall customer experience.
* Proactively educate customers on utilizing available access channels
(i.e. ATM, Online and Telephone Banking).
* Interface with Relationship Managers, Business Development Officers,
Commercial Business, Insurance, and Investment partners to ensure ongoing
communication with regard to existing and future customer needs.
* Identify and refer consumer sales opportunities to the Financial Center
staff.
* Support sales/service activities within the Financial Center by participating
in seminars, micro-marketing events, promotional campaigns, product
initiatives, etc.
* Adhere to operational controls, including legal, corporate, and regulatory
procedures to ensure the safety and security of customer and bank assets.
* Resolve customer complaints/issues promptly and effectively.
* Provide ongoing coaching to Financial Center staff to effectively
identify referral opportunities. Experience:
* Bachelor’s degree in business (preferred) or equivalent work
experience
Requirements/Skills:
* Retail/sales experience
* Experience in Small Business Banking preferred
* Customer service orientation
* Demonstrated ability motivate and influence others
* Excellent verbal and written communication skills
* Strong analytical/problem solving skills
* Financial/business acumen
* Basic computer skills
Tags: Admin
& Clerical : Banking
Jobs : Financial
Services Jobs
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