Base: $26.00 - $43.34 usd; bonus/equity: not speci...
Proactive customer relationship building
Branch sales process execution
Fraud prevention and kyc compliance
The role serves as a foundation for building customer loyalty by modeling and coaching the bank's sales process
Job Summary
The role serves as a foundation for building customer loyalty by modeling and coaching the bank's sales process.
Incumbents are responsible for developing new customer relationships and expanding existing ones through proactive identification of financial needs.
The position requires maintaining thorough knowledge of operational procedures while ensuring compliance with security policies and fraud prevention standards.
Matching Summary
The role serves as a foundation for building customer loyalty by modeling and coaching the bank's sales process.
Salary
Base: $26.00 - $43.34 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
proactive customer relationship building
branch sales process execution
fraud prevention and KYC compliance
team coaching and performance management
portfolio management and lead generation
Nice-to-have
exceptional customer service delivery
community involvement and networking
strong organizational and time management
professional communication skills
ability to resolve complex issues
Key Requirements
Associate's degree or 6 years combined experience
Minimum 4 years retail sales or customer service experience
Minimum 1 year supervisory or leadership experience
State Life/Accident/Health Insurance licensing within 18 months