Interact with internal / external customers daily to help secure meetings providing superior customer experience. Identify, update, and log the opportunities with conversational notes.
Maintain customer relationships. Requires a high degree of confidentiality, initiative, strong verbal and written communication, and technology skills.
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
RESPONSIBILITIES AND ACCOUNTABILITIES : Essential job functions include but are not limited to :
- Schedule meetings with CEO and other senior managers focused on developing new or maintaining existing business.
- Create new and edit content on templates as needed.
- Create opportunities to include all contacts in Salesforce.
- Respond to emails (i.e. meeting dates, cancellations, etc.).
- Utilize Salesforce to gather customer data, input and / or update customer profile.
- Train Interns and Banker Associates.
- Complete the Marketing cloud journey and other special projects as assigned.
- Support the bank's sales efforts by working with the social media team to improve customer reviews and reach out to new and existing customers via verbal and written communication.
MINIMUM QUALIFICATIONS :
- Two years of banking experience.
- Excellent analytical, computer (i.e. Excel, Word, etc.) and database (i.e. Salesforce) skills.
- Strong verbal and written communication skills.
The Bank is in full compliance with the Americans with Disabilities Act (ADA) and does not discriminate with regard to applicants or employees with disabilities and will make reasonable accommodation when necessary.
The following are essential abilities and physical requirements for all positions at the Bank :
- Ability to verbally communicate effectively with others.
- Ability to communicate effectively in writing, using the English language.
- Ability to work cooperatively with colleagues and supervisory staffs at all levels.
- Exposed to short, intermittent, and / or prolonged periods of sitting and / or standing in performance of job duties.
- Ability to use various types of equipment / supplies to include, but not limited to, computers, pens, pencils, calculators, telephone, etc.
to accomplish job duties.
Travel by car, airplane, bus or train to other Bank offices and on occasion, to other sites to attend meetings, conferences, workshops, seminars, etc.
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