GENERAL FUNCTION: A sales position
responsible for the acquisition, growth, and retention of the
Financial Center''s customers, with specific focus on our Preferred
Program customers and mass affluent prospects. Proactively contact
andservicecustomersinthe sales and service of bank products,
conduct needs-based assessment of the prospective and existing
client base, and engage One Bank partners as needed to fulfill
client needs. Utilize and promote the Retail Consultative
Salesprocess,usingtheprescribed tools and partnering with the
Customer/Financial Service Representatives for referral activity.
Work closely with IE, MLO, BBO, and other internal sales partners
to increase One Bank opportunities and provide goal
ESSENTIAL DUTIES & RESPONSIBILITIES:
o Develop and execute strategies and tactics to increase the
Preferred Program households and increase services used within
assigned book of Preferred Program business, removing roadblocks to
o Develop a strong working partnership with assigned Investment
Executive focused on the preferred book of business.
o Build deep relationships to earn status as trusted advisor,
listening to key concerns of customers and providing relevant,
o Maintain the sales environment, and actively participate in
regular huddles, sales and staff meetings support the execution
sales related and motivational activities. Provide guidance to the
Representativesinthereferral/salesprocess with a specific focus on
o Consistently meet or exceed growth goals for loans, deposits, and
fee income, as set by management.
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 Establish close relationships with assigned One Bank Partners
such as Mortgage, Business Banking Officers to ensure customer
needs and business line goals are met.
o Actively participate in the telemarketing and prospecting
activities within the financial center, utilizing the marketing
resources and other various tools.
o Oversees the operationally accurate fulfillment of all deposit
and lending products.
o Consistently meet or exceed brokerage sales/referral goals as set
by management working in partnership with Investment
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 Handle the business 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
o Proactively contact and service preferred customers to help
customers identify and set short and long-term financial
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 differentiatedexperiencefromotherproviders
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