Rojay Andrade Email & Phone Number

Orlando, Fl, Us

Orlando, Florida, United States

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.Provide guidance to CSRs with respect to the sales and referral process.Promote customer satisfaction with a friendly, helpful demeanor and professionalism.Act with confidence by answering customer questions and owning customer issues.Maintain a position of trust and responsibility by keeping all business confidential.Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.Adhere to established policies and procedures while opening/servicing the full range of Retail products.Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Offered comprehensive HR and IT support to end users by troubleshooting hardware/software issues, optimizing computer applications and facilitating smooth system upgrades. Fostered collaborative relationships between employees and management to drive a culture of open communication. Serves as an employee advocate for Human Resources related matters including, but not limited to: employee relations tasks, training and documentation. Monitors employee concerns, identifies employment trends, and communicates and recommends solutions to leadership to enhance the employee experience at RaceTracReviews unemployment claims and organizes/coordinates unemployment hearingsActs as a liaison between the regional and SSC teamsCoordinates and supports SSC guest visits and store training

United States

Bloomfield, Connecticut, United States

Information Technology

Associate Of Science - As, Legal Professions And Studies