Responsibilities
Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest ie) and primary client acquisition.
Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Client Experience : Provide positive client experience by assisting with account questions, problems and / orplaints and through research andmunication resolve in a timely and effective manner.
Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointmentspleted and needs met.
- Risk Management : Execute all sales, service, and banking transactions accurately andpliantly. Strives for no controllable losses.
- Performs more moderatelyplex special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory andpliance policies and standards linked to the job as listed andplete requiredpliance trainings.
Accountable to maintainpliance with applicable federal, state and local laws and regulations.
Job Requirements :
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
- 4 - 5 years customer service and sales experience, (including in the financial services industry, required
- May require National Mortgage Licensing System (NMLS) registration under the terms of the Act of 2008 and Regulation Z.
NMLS registration can bepleted after job entry date.
- Ability to train and mentor others, including products and platform procedures, required
- Experience in financial services industry, preferred
- Experience with using and demonstrating digital products and self-service technologies, preferred
Job ID 15558
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