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Employment Type : Full-Time
006- Park Ave South Premier Banker Leverage licenses and investment basic knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish Engage in outbound Adhere to compliance and operations risk controls in accordance with the company and Employees may be required to participate in the opening of safe deposit boxes due to nonpayment of rent or for other reasons. The Bank does not control or monitor the contents Other duties as assigned.
Supervision Received:
Reports to the Branch Manager
Major Duties and Responsibilities:
expectations for Premier Checking growth.
customer service standards .
offer appropriate solutions and refer to business partners when necessary. Identify
clients with higher levels of investable assets and offer Premier checking as
the best in class banking package.
retaining and deepening their relationship and establishing a vibrant referral
network.
effective partnership with the Financial Consultant.
way to manage their experience.
calling and outreach activities to generate a consistent flow of qualified
referrals and building a robust pipeline of sales opportunities.
process deposits, payments, checks for cashing and other transactions via
manual processing, according to established procedures and standards for
performance.
Handle servicing of customer accounts and resolve issues efficiently and effectively, with the
highest of customer service standards. The customer needs to be in the center
of everything we do in the branch.
May be the officer in charge when BM is not available, taking lead on all sales
initiatives and insuring an exceptional client branch experience.
regulatory standards, policies and practices.
Be able to efficiently and effectively access operational policies and
procedures. Perform operational responsibilities as designated by management.
the highest of service standards
of the safe deposit box, and the Bank is not responsible for materials, photos,
or other items which may be found in such box.
Employees may find themselves presented with offensive, objectionable or
unlawful materials, photos or other items in connection with the opening of
safe deposit boxes. An employee who encounters any such item should consult
with a supervisor regarding appropriate handling.
service and sales skills.
colleagues.
as well as to local companies to deliver BAW on sites Securities & Health/Life licensing is preferred, but not required.
EOE M/F/Disabled/Veteran/Sexual Orientation/Gender Identity