Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events.
- Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events.
- Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions.
- Refer clients to business partners and subject matter experts to address specialized financial needs.
- Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.
- Drive proactive sales conversations and manage a pipeline of opportunities to achieve assigned sales and business development goals.
- High School diploma or GED
- Bachelor’s degree
- Nice to have: Bachelor’s degree
- Nice to have: banking experience
- Nice to have: State Life Insurance license