GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the finan
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