Preferred Program Specialist

Location: Niles
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: A sales position responsible for the acquisition, growth, and retention of the Financial Center''s customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact andservicecustomersinthe sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage One Bank partners as needed to fulfill client needs. Utilize and promote the Retail Consultative Salesprocess,usingtheprescribed tools and partnering with the Customer/Financial Service Representatives for referral activity. Work closely with IE, MLO, BBO, and other internal sales partners to increase One Bank opportunities and provide goal basedsolutionstothecustomer.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Sales/Goals Function:

o Develop and execute strategies and tactics to increase the Preferred Program households and increase services used within assigned book of Preferred Program business, removing roadblocks to achieve goals.

o Develop a strong working partnership with assigned Investment Executive focused on the preferred book of business.

o Build deep relationships to earn status as trusted advisor, listening to key concerns of customers and providing relevant, comprehensive solutions.

o Maintain the sales environment, and actively participate in regular huddles, sales and staff meetings support the execution sales related and motivational activities. Provide guidance to the Customer/Financial Service Representativesinthereferral/salesprocess with a specific focus on Preferred customers.

o Consistently meet or exceed growth goals for loans, deposits, and fee income, as set by management.

o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.

o Establish close relationships with assigned One Bank Partners such as Mortgage, Business Banking Officers to ensure customer needs and business line goals are met.

o Actively participate in the telemarketing and prospecting activities within the financial center, utilizing the marketing resources and other various tools.

o Oversees the operationally accurate fulfillment of all deposit and lending products.

o Consistently meet or exceed brokerage sales/referral goals as set by management working in partnership with Investment Executive.

o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company.

o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events.

o Handle the business loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loanofficerandmaintainingrelationship as appropriate.

Customer Service:

o Proactively contact and service preferred customers to help customers identify and set short and long-term financial goals.

o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiatedexperiencefromotherproviders in the market place.

o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues.

o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring.

o Initiate contact with non-customers through a variety of methods such as, business and community events, networking, and referrals.

o Keep current on activity within business industry and economic environment to enhance ability for anticipating needs of the customer, and proactively providing new solutions.

Bank Operations:

o Open and main

Keywords: , Wauwatosa , Preferred Program Specialist, PR / Public Relations , Niles, Wisconsin