Maintain an in depth, working knowledge of all IRA/CD products and services as they relate to operational procedures, increased efficiencies and profitability within the banking center. Research and clear CD and IRA entries and entries on other internal accounts. Interact with Financial Centers regarding all IRA/CD Operations supported Operational and Risk Functions. Revi

Maintain an in depth, working knowledge of all IRA/CD products and services as they relate to operational procedures, increased efficiencies and profitability within the banking center. Research and clear CD and IRA entries and entries on other internal accounts. Interact with Financial Centers regarding all IRA/CD Operations supported Operational and Risk Functions. Revi

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Lead the execution of finance transformation initiatives, ensuring alignment with strategic objectives and desired outcomes. Collaborate with cross functional teams to identify process improvements, develop business cases, and implement solutions. Manage project timelines, budgets, and resources to ensure successful delivery of transformation projects. Drive change manage

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Partner with Relationship Managers in sales and servicing, performing analytical tasks. Assist in identifying and qualifying prospects with limited guidance from Relationship Manager or RM Team Leads. Have direct contact with clients to conduct business development and enhancing the relationship Conduct industry research on prospects and current customers Create and maint

Demonstrate excellent customer service skills when speaking to customers, projecting confidence and ownership to the customer, and providing accurate SLAs and expectations, as measured through the department's quality and customer satisfaction program. Understand difference between various consumer products and apply knowledge to file dispute in correct system, give corre

Demonstrate excellent customer service skills when speaking to customers in English and Spanish, projecting confidence and ownership to the customer, and providing accurate SLAs and expectations, as measured through the department's quality and customer satisfaction program. When needed, provide live translations between callers and specialized dispute intake agents. When

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o