Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients.
Proactively assess clients' financial information to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services.
Profile/ interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues.
Responsible for the managing, retaining and growing the Premier portfolio.
Proactively contact and consult with clients on a regular basis to update the information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use.
Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Ensures customer information meets bank and regulatory documentation.
Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information.
Specialties: Business Banking, Commercial Banking, Personal Banking.
Strong relationship management and sales prospecting skills (influencing, advisory and acquisition). Strong organizational time management skills. Strong interpersonal communication skills. Strong problem solving skills. Customer focused with good interpersonal skills and communication skills. Ability to partner and influence. Strong ability to grasp concepts and processes.