GENERAL FUNCTION: A sales position with a
primary focus on sales development and relationship building
through the promotion of deposits, loans, fee-based services and
the retention of customers. Responsible for selling a full range
ofbankingproductsand services to existing and prospective customers
while providing specialized customer care. Utilize and promote the
Retail Sales and Service process, using the prescribed tools and
interacting with the Customer/Financial ServiceRepresentatives for
ESSENTIAL DUTIES & RESPONSIBILITIES:
o Consistently meet or exceed sales goals for loans, deposits, and
fee income, as set by management.
o Handle the commercial loan process, as prescribed within the
financial center environment, by establishing the relationship,
determining business needs, making recommendations for those
applications passed to the appropriate loan
officerandmaintainingrelationship as appropriate.
o Oversee the complete consumer loan process following approved
o Consistently meet or exceed brokerage sales/referral goals as set
by management; and achieve goal in annualized revenue to retain (i)
o Maintain a well-developed working knowledge of the complete line
of products and services offered, taking responsibility to keep up
to date and request assistance for further development
o Promote company products and services by regularly soliciting
internal customers for expanded business and referrals, to assist
in the continuing growth of the office and company.
o Initiate and maintain customer contact through a variety of
methods, including but not limited to customer interaction on the
line and platform, telemarketing, and attending various seminars
and community events.
o Maintain the sales environment, and actively participate in
regular sales and office staff meetings, the execution of sales
contests, monthly Blitzes and other motivational
o Actively participate in the telemarketing process within the
financial center, utilizing the marketing resources and other
o Establish close relationships with assigned business partners,
such as Mortgage, Business Banking Officers and Brokerage
Representatives to ensure that established goals for each business
line is met.
o Provide guidance to the Customer/Financial Service
Representatives in the referral/sales process.
o Provide a customer experience that is consistent across all
customer touch points, is among the leaders in the financial
services industry in terms of customer satisfaction, loyalty, and
retention and provides a differentiated
experiencefromotherproviders in the market place.
o Promote excellent customer relations by consistently providing
premier customer satisfaction with a friendly demeanor, can-do
attitude, and willingness to help at all times, providing
professional resolution of problems/issues.
o Establish a relationship with the customer base of the financial
center through knowledge of account ownership, greeting customers
by name, and exhibiting an attitude of caring.
o Open and maintain full range of retail accounts and
o Keep up to date on the security controls in place to protect the
office against criminal and fraudulent activities and unnecessary
risk and exposure.
o May need to handle opening and/or closing procedures as a member
of the platform staff.
SUPERVISORY RESPONSIBILITIES: None.