Purpose:
While projecting a professional image; plan and implement efforts to attract new commercial business for the Bank by interacting with new and existing customers and matching services that best fit their needs. Respond to inquiries and resolve issues.
Essential Functions:
- Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program.
- Coordinate and generate new leads targeted toward business community relationships while maintaining an existing client base of business.
- Frequently visit business leads to solicit and acquire new relationships or call on existing customers for cross-sell opportunities.
- Contribute to branch profitability by meeting or exceeding monthly and/or annual goals for deposits and cross sell opportunities as established by the branch.
- Identify opportunities, promote, and setup Business Solutions products including Cash Management, Merchant Services, and Select Pay.
- Serve as the primary point of contact for customers with regards to Business Solutions products, questions, and issues.
- Perform CSR duties for new and existing business customers to include opening new accounts, ordering debit cards, promoting credit cards, ordering checks, making wire transfers, setting up Business Solutions services, etc.
- Record and maintain detailed documentation of prospect interaction including action taken to acquire business.
- Meet accuracy and correctness of work standards as required.
- Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.
- Other duties, as assigned.
