Joel Gulley Email & Phone Number

Indianapolis, IN, US

Greater Indianapolis Area

Indianapolis, Indiana Area

• Identify lending opportunities by prospecting customers. Conduct pre-underwriting to ensure qualification. Request loan documents. Originate, close and fund the loans.
• Uncover opportunities for partners; Financial Advisors, Premier Banking, Private Banking, Mortgage Banking, Business Banking, PayChex, Moneris and Centers of Influence.
• Maintain branch and personal pipeline of sales to ensure goals are consistently met. Pipeline emphasis on large deposits from outside of the bank, home loans and lines of credit.
• Conduct customer onboarding, provide needs assessment, review credit report from ChexSystems for lending opportunities, proactively follow up for additional banking needs.
• Seek affluent customers and utilize marketing promotions to consolidate their assets from other financial institutions. Partner with Financial Advisors, Premier and Private Banking.

Indianapolis, Indiana Area

• Identify customer needs and match needs with appropriate product/service, utilize opportunities to suggest or cross-sell other bank products/services.
• Assist bankers with SalesForce generated leads via call, email or direct mail. Generated leads include existing customers and non-customers.
• Adhere to all bank policies, directives and procedures. Identify risks associated with regulatory compliance. Ensure security measures are followed.
• Accept and process customer transactions. Accurately and quickly count and sort currency. Adhere to cash drawer limits set forth by bank and balance assigned drawer.
• Assist branch with administrative tasks. Conduct audits as necessary in accordance with bank directives and procedures. Preform lobby management to greet customers.