Create and maintain a marketing/service promotion environment within the branch in cooperation with the Credit Union marketing department and management.
July 04, 2021
Lead business development activities in the branch community including calls to prospective and existing customers, acceptance of small business loan applications and referrals to other product specialists as needed.
July 27, 2021
Demonstrate a thorough working knowledge of all aspects of the various duties assigned in the branch including working a teller drawer, opening new accounts, accepting loan applications, and the professional resolution of problems/issues.
September 27, 2021
Assist Financial Services in exercising WESCO policies as they pertain to the extension of credit, the collection of accounts receivable, the attainment of acceptable days outstanding, and the minimization of potential losses.
October 16, 2021
Promotes friendly relations with retail customers, local businesses, trade organizations and service clubs, concentrating efforts on those within marketing strategy.
November 20, 2021
Manage and develop assigned sales team and team leaders while driving sales revenue and market share by maintaining a defined territory to achieve team quotas via cold calling and self-generated leads.
December 01, 2021
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.
December 15, 2021
Develops, implements and maintains performance standards, measurements, and corrective devices through which approved plans and goals are accomplished within the sales organization.
January 19, 2022
Reviews analyses of activities, costs, operations and forecast data to determine branches or progress toward goals and objectives.
February 01, 2022
Completes Roadmap training as assigned, actively pursues internal and external developmental opportunities and engages in development of leadership skills outside of the organization.
February 13, 2022