[ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.]{calibri",sans-serif"=""}
Contribute to the achievement of branch sales goals through a consultative sales approach with new and existing customers following the sales process defined in the CFB Retail Sales Playbook. Through discovery conversations, identify and uncover financial needs of the customer and offer appropriate solutions. Refers qualified customers to specialized sales forces.Proactively make outbound calls in efforts to generate sales to further strengthen the customer relationship and/or begin customer relationships.Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings. Must work effectively with centralized underwriting department.Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer. Acknowledge customer complaints and follow established complaint process to ensure customer satisfaction.Opens and processes simple, moderately or extremely complex deposit accounts.Provide answers and assistance for customers questions and concerns including, but not limited to; assisting customers with deposit risk management and day-to-day banking business.Maintains in-depth knowledge of products and services, including digital services and delivery options. Support customer usage of products and services that will provide the services they need in the manner most convenient for them. Maintain in-depth knowledge of competitors products, practices, facilities, and prices to effectively sell bank products.Participate in branch promotions and marketing initiatives as directed.Use sound judgment in the application of bank standards, policies and procedures regarding customers.Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.