successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when..., remaining well-informed about the customer’s relationship with the bank Educates customers on standard consumer products...
relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting... business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity...
participation partners/opportunities through prospect calling, networking, and leveraging existing participation business..., location and market position. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures...
requirements, strategy, and all other discovery Schedule meetings/presentations/demonstrations based on prospect, vendor... work experience in a Bank/Credit Union or other professional setting Public speaking, scripting, and presentation skills...
client’s/prospect’s business and bank's exposure strategy objectives.. Operates at a group/enterprise-wide level and serves... to better manage risks/returns. Facilitates profitable growth, risk management and enhanced return initiatives for the Bank. Working...
successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when..., remaining well-informed about the customer’s relationship with the bank Educates customers on standard consumer products...
generated customer and prospect lead lists to expand existing customer relationships and acquire new ones Educates and advises... and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers...
prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry... on your experience, location and market position. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies...
applications and all other pertinent documents Prepare reports and other materials for client or prospect meetings Answer client... Financial planning and/or customer relationship management systems Other duties as assigned Adhere to Bank Secrecy Act (BSA...
and services. Conduct client/prospect needs analysis and develop proposed solutions/sales presentations to meet their needs... client/prospect calling activities with Relationship Managers and serves as primary technical expert for all mortgage loan...