Recognize and meet customer needs by proactively selling and cross-selling appropriate products and services to new and existing customers. Refer customers to other lines of business when additional needs are recognized. May resolve customer issues either through direct action or referral to alternative branch or bank resources. Viewed as subject matter expert in the areas of branch sales and service.
Note: This is a sales position with individual and branch sales goals. High school diploma or GED required. College degree preferred. Some sales experience with excellent customer service and communication skills. Must be able to work under busy conditions with a high attention to detail. May be required to obtain an insurance license.
This position requires registration with the National Mortgage Licensing System and Registry (NMLS), as created under the federal S.A.F.E. Act and the registration process can be found at the NMLS Resource Center located at http://mortgage.nationwidelicensing.org. Please refer to the registration option, not the licensing option.
