Elevate community banking efforts as a Sales and Operations Banking Specialist. Provide comprehensive client consultations, develop sales strategies, and ensure smooth onboarding for commercial services.
This position involves deep engagement with clients to identify their commercial banking needs, crafting tailored solutions, and exceeding sales goals. You will also ensure effective operational support and training while preparing clients for successful onboarding experiences. Your insights will help guide product recommendations and improvements in service delivery.
Key Responsibilities:
• Consult with clients on commercial service needs
• Create effective presentations and proposals
• Guide clients through product onboarding
• Conduct educational sessions for branch staff
• Act as a liaison to enhance client relationships
Requirements:
• Bachelor’s degree in Business, Finance, or a related area
• 2 years of experience in a similar role
• Excellent or...