Sales

• Assist customers with required documentation to ensure a smooth implementation of new banking services.
• Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs.
• Understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner.
• Deal effectively and tactfully with customers in handling complaints, problems and general inquiries.
• Complete necessary tasks in a neat, efficient and accurate manner and ensure the volume of work produced meets expectations.
• Plan, organize and prioritize work to meet deadlines.
• Foster collaboration with other groups by building credibility and trust.
• Accompany TMPCs on client calls/meetings when needed.

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