Universal Banker
Current-Acquiring new and deepen existing customer relationships by initiating a thorough, quality conversation in order to identify customer needs and matching those needs with the appropriate bank product or service-Opening new deposit related accounts, credit cards, and savings products and process changes to existing accounts.-Sourcing new lending opportunities and support the process and closing requirements in line with banker duties.-Requiring understanding of sales, products, benefits, account ownership, forms, and procedures.-Ensuring that new accounts are properly processed and cross-sell opportunities are identified and pursued.-Delivering the client experience by providing excellent client service with each client and associate interaction.
