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crm sales microsoft word outlook๐ Description
- Provide exceptional client experiences through consultative sales at branches.
- Educate clients on bank products and digital banking capabilities.
- Grow and maintain lending pipeline by deepening client relationships.
- Conduct outbound calls, networking, and banking presentations for referrals.
- Open new accounts and maintain existing accounts per policies.
- Process routine financial transactions and balance cash drawers.
๐ฏ Requirements
- High School Diploma or GED (Required).
- 4+ years in banking or related sales roles (Required).
- Equivalent education/experience accepted in lieu of degree.
- Advanced knowledge of retail banking products, systems, procedures.
- Experience with complex accounts (Trusts, POA, guardianships).
- Strong sales, cross-selling, networking, and referrals skills.
๐ Benefits
- Incentive potential
- Comprehensive benefits, including medical, dental, vision, LTD, STD, and life insurance
- Paid vacation time, sick time, and 11 company-paid holidays
- 401k with up to 4% company match
- Tuition reimbursement
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