Overview:
Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.
Primary Responsibilities:
- Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
- Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals
- Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
- Proactively reach out...
Manufacturers and Traders Trust Co
Financial institution offering banking services to consumers and businesses.
Updated
Other jobs at Manufacturers and Traders Trust Co
Notifications about similar jobs
Get notifications to your inbox about new jobs that are similar to this one.
No spam. No ads. Unsubscribe anytime.
Similar jobs