Develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients.

Requirements

Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client’s financial objectives.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team’s skills and performance
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements

Benefits

Develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients.

Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client’s financial objectives.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team’s skills and performance
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements