KalamazooRecruiter Since 2001
the smart solution for Kalamazoo jobs

Retail Licensed PB (i) - Westwood

Location: Kalamazoo
Posted on: February 25, 2021

Job Description:

GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range ofbankingproductsand services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial ServiceRepresentatives for referral activity.




ESSENTIAL DUTIES & RESPONSIBILITIES:


.Sales/Goals Function:


o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management.


o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officerandmaintainingrelationship as appropriate.


o Oversee the complete consumer loan process following approved guidelines.


o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation.


o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.


o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company.


o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events.


o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities.


o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools.


o Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met.


o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process.


.Customer Service:


o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experiencefromotherproviders in the market place.


o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues.


o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring.


.Bank Operations:


o Open and maintain full range of retail accounts and services.


o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure.


o May need to handle opening and/or closing procedures as a member of the platform staff.




SUPERVISORY RESPONSIBILITIES: None.


Keywords: , Kalamazoo , Retail Licensed PB (i) - Westwood, PR / Public Relations , Kalamazoo, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Mortgage Loan Originator-Hastings and Ionia Area
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Ionia
Posted on: 02/25/2021

Customer Service - Inbound Call Cen
Description: font face Arial br p style TEXT-ALIGN: center align center font size 3 strong span style FONT-FAMILY: quot Arial quot , quot sans-serif quot COLOR: 333333 This is a 2nd Shift position (more...)
Company:
Location: Grand Rapids
Posted on: 02/25/2021

Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Ann Arbor
Posted on: 02/25/2021


Mortgage Processor III
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties related to the processing and underwriting of residential mortgage loans. These duties are both file and vendor level in nature. Maintains (more...)
Company:
Location: Grand Rapids
Posted on: 02/25/2021

Retail Personal Banker - West Lansing
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Lansing
Posted on: 02/25/2021

CSR / Teller - Cadillac BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Cadillac
Posted on: 02/25/2021

Late Stage Collector I
Description: font face Arial GENERAL FUNCTION: Under direct supervision, collects and documents late stage delinquent accounts in accordance with departmental, investor, and legal guidelines, ensuring attainment (more...)
Company:
Location: Grand Rapids
Posted on: 02/25/2021

Retail Personal Banker - Orchard
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Byron Center
Posted on: 02/25/2021

CSR / Teller - West Lansing BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Lansing
Posted on: 02/25/2021

Mortgage Loan Originator
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Jackson
Posted on: 02/25/2021

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Kalamazoo RSS job feeds