Following is a summary of the essential functions for this job.
December 14, 2022
Adhere to internal controls, operational procedures as outlined in Branch Operations Manual (BOM), and risk management policies.
January 14, 2023
Actively managing their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs.
January 15, 2023
Demonstrated experience with business partner collaboration, as this role partners with individuals such as Key Investment Services, Mortgage and Business Banking sales professionals based on client need.
February 21, 2023
Support team sales process by making client calls, checking for client offers, and identifying client needs or opportunities fulfilling the need or referring the client to the appropriate branch team members or specialist.
March 04, 2023
Understanding of consumer and business lending instruments as well as deposit products.
March 23, 2023
Required to manage a minimum of 75 assigned HVC customer portfolios.
April 03, 2023
Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products .
April 19, 2023
Completes required compliance training in a timely manner.
April 25, 2023
Performs outbound calls for service/sales follow up in support of MCCRM goals.
May 03, 2023
