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stakeholder management retail lending cross-selling microsoft wordπ Description
- Provide exceptional sales and service at the branch.
- Train, mentor, and coach new team members.
- Build client and community partner relationships to grow lending.
- Conduct outbound calls and joint client appointments with the Branch Manager.
- Consult with clients to assess needs and recommend banking products.
- Open and service accounts while ensuring compliance.
π― Requirements
- High School Diploma or GED required.
- 2+ years in banking or related sales role with goals.
- Equivalent education/experience may substitute for a degree.
- Knowledge of retail banking products, policies, and accounts.
- Ability to review credit data and identify client needs.
- Proficient with Outlook and Word; strong communication.
π Benefits
- Annual incentive potential.
- Medical, dental, vision, LTD, STD, and life insurance.
- Paid vacation, sick time, and 11 holidays.
- 401(k) with up to 4% match.
- Tuition reimbursement.
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