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Respond to client requests for service, instructing and guiding clients in service use and confirming their satisfaction with the service
Identify prospects and acquire clients using multiple channels including asking for referrals from existing clients, collaboration with internal partners and COIs, developing a network of community business contacts and participating in marketing/educational seminars and industry events
Discovering business and personal banking needs/preferences on both sides of the client's balance sheet and engaging the right bankers to deliver holistic solutions
Responding to requests for retail/business banking solutions by collecting relevant information, processing the requests, and conducting due diligence as applicable
Informing the client of what to expect and when the service is set up for their use, providing necessary set up instructions where appropriate, and ensuring the set up occurs according to plan
Contribute to Business Banking’s overall financial and non-financial objectives by:
Professional Banking Specialist - Vancouver, BC
Vancouver, BCPosted 1 months ago
Job Description
- Meeting assigned targets, which include asset, deposit and revenue growth, and business development activities, retention, and referral goals as well as other objectives related to client service, operational effectiveness, and personal development
- Developing an understanding of the branch financial and non-financial goals and how to contribute to them
- Participating in team meetings, skill-building sessions, and one-on-one coaching sessions
- Adhering strictly to Bank and Branch security procedures and assigned authorities and responsibilities and reporting any unusual occurrences or fraudulent activity to your supervisor immediately