Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products services and solutions to meet those needs
Responds to customer inquiries and concerns creating customized solutions
Sells and fulfills banking products including checking and savings accounts credit cards Certificate of Deposits (CDs) Individual Retirement Accounts (IRAs) and loans
Identifies client needs for licensed sales functions making referrals to Line of Business partners
Quotes rates terms and programs for banking solutions
Manages risk in every business product and service transaction leveraging available tools
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