Retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Requirements
- Comfort with technology such as mobile services and online banking services.
Responsibilities
- Process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology.
- Being proficient in understanding and educating customers on consumer deposit products and consumer lending.
- Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
- Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
- Adhering to all operational, security, risk and regulatory policies and procedures.
Other
- Providing excellent customer service and effectively resolving customer issues.
- Demonstrating acumen in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentation.
- High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
- 1 year or more in customer service in banking, financial services or goal driven retail sales.
- Cash handling skills.
- Applicants must be currently authorized to work in the United States on a full-time basis.
