- Actively supports branch sales.
- Attains individual sales goals and contributes to team sales goal attainment.
- Participates in Team Sales Meetings, Sales Campaigns, Branch focused Sales events.
- Cross sells bank's products and services, such as Consumer Checking, Consumer Debit, Ebanking products, Loan Product referrals, Wealth Management, and Business Checking; appropriately to every customer by identifying needs and solving problems.
- Perform basic platform functions including account opening.
- Responds to inquiries and provides advice and assistance to customers on product features and benefits.
- Builds customer relationships to encourage business retention.
- Delivers the “Service Standards” to Customers exceptionally and consistently.
- Performs operational functions and adheres to the policy and procedure as is outlined in the Retail Procedure manual.
- Performs all tasks associated with Retail and Bank compliance and risk procedures.
Cross Training/Personal Development:
- Continuously striving to improve personal development through policy, product, banking knowledge, and cross training.
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