Overview

Responsible for the sales of products and services at the branch as well as providing excellent customer service. Is proficient in Federal Banking Regulations and bank products. Assists in the coordination of branch direct mail and telemarketing initiatives to maximize sales opportunities.

Responsibilities

Essential Duties

• Responsible for the sales of products and services at the branch by using consultative sales methods to identify and qualify new and existing customers for various products and services, thus consistently achieving individual sales goals. Establishes rapport, defines needs, explains solutions, handles resistance and recommends action. Opens and completes the appropriate processes on new accounts. Provides the customer with detailed information regarding the accounts and will cross sell other bank products as appropriate.
• Provides ongoing support to customers regarding products and services. Provides solutions to difficult situations, errors, or obstacles to achieving customer satisfaction. Builds and maintains relationships with customers by frequent follow up to ensure their satisfaction.
• Accepts consumer loan applications and knowledgeable of all consumer loan products. Completes the loan documents and handles closings, however would not have lending authority to decision loans.
• Responsible for compliance with applicable regulations and the accurate completion of appropriate documentation. Provides copies of required documentation and disclosures to customers.

Qualifications

Qualifications:

Education

High School Diploma or equivalent experience. Specialty: Does not apply at this level of education. (Preferred)

Experience

2 or more years Banking or related experience. (Required)

EEO Statement

Company (“Company”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Company will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

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