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Relationship Banker - (Liverpool, NY)

Overview: ========= Identifies customers' needs through the bank s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team player/partner. Specializes in our branch customer background through lobby management, servicing and sales interactions for retail and business customers. Key responsibilities: * Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit qualifications, fraud prevention, Know Your Customer (KYC) and customer details profile (CIP)).


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Posted in Liverpool, NY, Accounting & Finance
From TopUSAJobs - 1 month ago