Sales and Service Banker

The Sales and Service Banker is responsible for selling bank products and services to meet customer needs while providing quality service. Emphasis is placed on identifying clients' needs and delivering tailored solutions.

Requirements

• Execute a sales plan by identifying optimal methods for attaining branch targets and sales goals
• Confidently build effective, trust-based relationships with clients
• Proactively conduct sales activities to gather data and drive business to the branch
• Cultivate internal partnerships to promote integrated sales and service efforts
• Support marketing campaigns and product launches
• Educate clients on self-service capabilities and encourage use of digital service channels
• Perform basic inquiries relative to opening of accounts
• Stay abreast of changes to banking environment, bank competition, and customer's business environment
• Support operational activities as needed
• Promote environment of ongoing customer feedback and continuous improvement
• Effectively respond to customers requesting to update or close their accounts
• Collect, analyze, and secure all necessary documentation for the successful opening of accounts
• Proactively identify fraudulent or forged documentation and/or activity and report such activity to the respective supervisors
• Maintain confidentiality of customer information and adhere to bank policies and procedures at all times

Benefits

• Comprehensive health plan
• Flexible time off options
• Savings and investment plans