Обязанности и достижения:
• Specialize in opening and renewing various accounts: checking/savings, certificate of deposits, money market, I home equity loans, etc
• Offer and sell financial products and services to both consumer and small business customers
• Establish, develop, retain, and deepen long-term relationships with current and potential customers in the community
• Achieve sales goals by proactively meeting customers and properly identifying financial needs
• Consistently meet as well as exceeded goal requirements
• Responded to clients regarding account information; investigated problems and performed problem resolution
• Performed monthly and quarterly audits for the whole branch work
• Use profiling analysis tool to identify cross sell opportunities and made outbound sales calls to increase product per customer ratio