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lending cross-selling nmls microsoft word outlookπ Description
- Lead client sales and service at branch locations; mentor staff.
- Grow lending pipeline by deepening relationships and sourcing referrals.
- Consult with clients on bank products to expand and retain relationships.
- Communicate proactively to educate clients, resolve issues, and solicit feedback.
- Open new accounts and process changes; respond to inquiries and ensure satisfaction.
- Assist in branch lending processes by explaining options and completing loan applications.
π― Requirements
- HS Diploma required; NMLS registration required.
- 4+ years banker/relationship sales experience with goals.
- Advanced knowledge of retail products, policies, and systems.
- Ability to analyze credit data; strong selling and referral skills.
- Strong client service, communication, and relationship-building skills.
- Proficient with Outlook, Word, and related software.
π Benefits
- Incentive potential
- Comprehensive employee benefits (medical, dental, vision, LTD, STD, life)
- Paid vacation, sick time, and 11 company holidays
- 401(k) with up to 4% match
- Tuition reimbursement
- Employee benefits details page available
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