Key responsibilities

• Generating new business through marketing, gold center contacts, and network
• Increasing team revenue through cross-selling and up-selling
• Acquiring new-to-bank customers and identifying new expansion locations
• Converting inbound and outbound leads to sales
• Building trust-based relationships with key customers
• Maintaining a loyal client base and referrals
• Referring customers to other banking channels as needed
• Implementing Priority Banking services across branches
• Monitoring service levels and managing customer satisfaction
• Personally handling complaint resolution, account closures, and inquiries
• Collecting required information and evaluating client risk profiles
• Reviewing credit applications and ensuring proper documentation
• Identifying error trends and recommending process improvements