- Consistently executes City’s phone, platform and CSR service standards to provide an excellent customer experience
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- Displays a positive and professional attitude at all times
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- Actively promotes and sells the bank’s products and services to prospective and existing customers by using City’s customer conversation model to uncover customer needs.
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- Assists Branch Manager in leading and coaching branch staff to cross-sell bank products and make referrals to other departments appropriately
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- Maintains an up to date working knowledge of the bank's products and services
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- Maintains a thorough knowledge of the bank’s operating systems, policies and procedures
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- Assists with routine maintenance and complex service issues; sees through to completion
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- Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed.
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- Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals
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- Develops and maintains customer relationships; actively seeks referral resources from existing customers
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- Refers customers to other departments and business partners appropriately
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- Seeks and maintains an active level of community involvement
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- Acts as primary branch contact in absence of Branch Manager
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- Maintains a general knowledge of the competitive environment
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- Completes all required training within predetermined time limit
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- Adheres to all bank regulatory, audit, and compliance policies and procedures
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- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job
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