Personal Banker-Outbound-Branch Banking-Relationship Management

We are seeking a driven and customer-focused Personal Banker - Outbound to lead business development efforts at the branch level. The role involves acquiring new customers and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets.

Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics

Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance

Source high-value CASA customers and build comprehensive family banking relationships

Acquire new-to-bank customers through personal efforts and acquisition channels

Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day

Upgrade customers from lower product categories to premium offerings

Deliver excellent customer service and maintain long-term relationships

Driven, Customer-focused, Business Development, Customer Acquisition, Relationship Deepening, Sales (of retail liabilities and third-party products), Energetic, Goal-oriented, Customer Service, Target Achievement.