Stephanie Joubert Email & Phone Number

Edmonton, Alberta

Partners closely with the Branch Manager to achieve overall sales and service goals by maximizing sales referrals, overseeing daily operations and ensuring the delivery of excellent client service; supporting sales plans that are aligned with overall business targets and priorities to achieve goals, developing and executing action plans to prove operational controls, and mitigating controllable losses while maximizing Customer Advocacy, monitoring and adhering to operational controls, including… Show more Partners closely with the Branch Manager to achieve overall sales and service goals by maximizing sales referrals, overseeing daily operations and ensuring the delivery of excellent client service; supporting sales plans that are aligned with overall business targets and priorities to achieve goals, developing and executing action plans to prove operational controls, and mitigating controllable losses while maximizing Customer Advocacy, monitoring and adhering to operational controls, including legal, corporate, and regulatory policies and procedures to ensure the safety and security of customers and bank assets.Position Responsibilities:• Assist in creating a strong sales, service and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve scorecard goals.• Support portfolio growth by coaching Tellers to effectively identify referral opportunities and perform sales/referral activities.Provide exceptional client service and comply with all legal and regulatory requirements.• Resolve escalated client complaints/issues promptly and effectively.• Conduct "daily proof processes" to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and performance management on decisions and processes used.• Partner with Area Operations Director in the execution of operational excellence and achievement of operational goals.• Partner closely with Branch Manager to manage hiring, performance management and compensation of Tellers. Adhere to staffing guidelines and recommended mix of full-time and part-time employees.The information listed within this Descriptionsummary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, Show less

Selling loans and insurance products, making recommendations of credit worthiness, closing the sale, recommending solutions to difficult delinquent accounts, performing administrative tasks (such as cash drawer management, answer telephones, routine typing, order supplies and pay bills), and servicing accounts.

Presenting loans, real estate products and insurance products to potential and existing customers. Processing applications, cultivating new and repeat business from internal and external clients, scheduling loan closings and meeting pre-determined sales goals. Answering customer questions before, during and after the sale . and making early stage collections call on existing past due accounts.