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Key Responsibilities:
- Provide excellent customer service and effectively resolve customer issues.
- Proactively identify opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues, and partners.
- Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships.
- Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
- Maintain your knowledge of all products, services, technology, and policies.
- Adhere to all operational, security, risk, and regulatory policies and procedures.