Verified Job
Accounting - Finance
Personal Banker - Outbound Sales and Relationship Management
Accounting - Finance
#698131
Remote / WFH
Job Description
Personal Banker-Outbound-Branch Banking-Relationship Management
We are seeking a driven and customer-focused Personal Banker - Outbound to lead business development efforts at the branch level. The role involves acquiring new customers and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets.
• Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics.
• Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance.
• Source high-value CASA customers and build comprehensive family banking relationships.
• Acquire new-to-bank customers through personal efforts and acquisition channels.
• Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day.
• Upgrade customers from lower product categories to premium offerings.
• Deliver excellent customer service and maintain long-term relationships.
We are seeking a driven and customer-focused Personal Banker - Outbound to lead business development efforts at the branch level. The role involves acquiring new customers and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets.
• Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics.
• Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance.
• Source high-value CASA customers and build comprehensive family banking relationships.
• Acquire new-to-bank customers through personal efforts and acquisition channels.
• Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day.
• Upgrade customers from lower product categories to premium offerings.
• Deliver excellent customer service and maintain long-term relationships.
