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 o

This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for depo

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l

Identify customers' and non customers' financial and lending needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform bas

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products

Relationship Banker I Floater Location US FL Destin Job ID 2024 17247 Category Branch Banking Type Regular Full Time Job Grade 5 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Florida Team Administration 17109 Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Supervises the operations of teller functions which includes establishing staffing schedules, performing audits, providing input to employee performance evaluations, and monitoring compliance Provides prompt, professional customer service to customers and

A full time, outside sales position responsible for seeking and developing relationships for new business sources both internally and externally. Meet with and interview prospective customers, brokers, NHCs, and other referral sources at homebuilding communities or other convenient locations to collect and analyze customer financial information, advise customers on the ri

Analyze customer utilization of products and services to identify potential product sales opportunities and referrals Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information Issue debit cards, Gift/Ace cards and explain operation to customers Quick rate CD's F

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

This position processes customer transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, account withdrawals and deposits. Responsible to balance cash drawers, assist customers with product line information and provide a quality customer experience. Identifies and refers sales opportunities to appropriate ba

The Loan Coordinator I is responsible for the data integrity of customer and loan information as it is populated within loan applications and product packages and is the primary associate that works alongside the Busey Relationship Manager (RM). The coordinator collaborates with sales leaders on the generation of new loan requests, renewals, modifications or other customer

Relationship Banker I Location US FL Panama City Beach Job ID 2024 17246 Category Branch Banking Type Regular Full Time Job Grade 5 FLSA Status Non Exempt Working Hours M F 40 hours weekly Job Location Company Beach Y 17204 Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enha

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,