Job Summary
The role involves overseeing a designated group of clients with an emphasis on acquiring new clients, fostering growth, and maintaining strong banking relationships. You will deliver transactional services and guide clients regarding various deposit and loan offerings to achieve specific sales targets.
Responsibilities
- Manage a portfolio of customers, ensuring effective communication and relationship management.
- Focus on acquisition, expansion, and retention strategies for banking relationships.
- Provide transactional services and advise on deposit and loan products.
- Meet assigned sales objectives through proactive customer engagement.
Qualifications
- Strong written and verbal communication skills.
- Excellent organizational skills to manage multiple customer accounts effectively.
- Proficiency in Microsoft Office applications.
- Availability to work on a predetermined schedule that includes rotating Saturdays.
