Personal Banker SAFE Act, San Francisco Area
4 days ago

Job summary
Work with business credit requests less than $250K recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client implement appropriate sales plans to target Book of Business customers Deliver client services/outbound calls/inbound calls to acquire new relationships deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience Provide Tellers other branch staff with coaching guidance on products special programs identifying client needs providing appropriate referrals Recognize transaction needs of clients educate clients on all service digital channels leverage technology marketing tools available uncover opportunities present product offers/financial solutions.
Job description
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