Bilingual Spanish Relationship Banker- Herndon VA - Herndon, VA

Only for registered members Herndon, VA, United States

1 month ago

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Job summary

Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.


Responsibilities

  • Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements)

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