that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer... lending business partners, private banking, Retail Regional Managers, and/or Branch Managers to execute sales strategies...
assigned client accounts. Provide exceptional customer service & ensure client satisfaction. Identify, upsell, & cross-sell... opportunities. Maintain accurate client records & CRM data. Collaborate with internal teams (marketing, customer service...
during designated times established by management Deliver customer service (e.g., communication, rapport building, attentiveness... to customer requests, or meeting customer needs) For positions that require use of a personal vehicle for a sales route...
and customer relationships by using relevant sales or client systems. Data Collection and Analysis: Collate and analyze data using... management systems by offering support and advice. Client & Customer Management (External): Help senior colleagues manage client...