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Personal Banker SAFE Act - Branch - on - Site
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- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
- The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
- 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 and implement appropriate sales plans to target Book of Business customers
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