Job Summary:

• Provides client with information about Bank products and services
• Follow up on sales and service requests
• Cross-sell relevant products and services and refer clients to other departments, as appropriate and submit a monthly sales tracking report
• Quotes consumer, commercial and real estate loan information
• Originates consumer loan and credit card applications
• Grants loan extensions based on approved guidelines
• Via use of a personal computer, summon client data and transactions and appropriately updated account records
• Submit maintenance requests and error resolutions
• Attends necessary sales and product training sessions in order to maintain sales proficiency
• Assists in other areas of the department during peak times
• Provides additional support to the manager and department colleagues

Skills on Resume: 

• Product Knowledge (Hard Skills)
• Sales Follow-up (Soft Skills)
• Cross-selling (Hard Skills)
• Loan Quoting (Hard Skills)
• Application Origination (Hard Skills)
• Loan Extensions (Hard Skills)
• Data Management (Hard Skills)
• Team Support (Soft Skills)

Job Summary:

• Serves consumer and small business customers by proactively engaging customers to understand and help with current and future financial needs
• Works with partners to deliver exceptional customer experience, acquire, deepen, and retain relationships, and help customers succeed financially
• Builds relationships with customers by asking questions to learn about financial needs, understanding customers life events and goals
• Share how Wells Fargo can help by following up through proactive outreach, and appointments
• Builds relationships with branch employees and partners by working together to best serve customers
• Grows a book of business through proactive outreach
• Conducts needs based conversations to identify credit, deposit and investment needs of customers
• Partners with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Serves as a leader in managing risk
• Understanding and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.

Skills on Resume: 

• Customer Engagement (Soft Skills)
• Relationship Building (Soft Skills)
• Financial Needs (Hard Skills)
• Proactive Outreach (Soft Skills)
• Team Collaboration (Soft Skills)
• Business Growth (Hard Skills)
• Needs Analysis (Hard Skills)
• Risk Management (Hard Skills)

Job Summary:

• Lead the business development and sales effort for the company's overall business and full range of products (custody, trading, lending, structured products, derivatives trading) in the APAC region
• Establish local channels and expand the institutional customer base efficiently
• Formulate region and country-specific sales strategies based on the company's business strategy
• Represent the company at the region's conferences and support the company's brand building and marketing
• Be the key person in charge of the company's localization strategy
• Understanding of customer needs and channel customer feedback on the company's products and services, to continually improve the product features and customer satisfaction.
• Provide exceptional customer service by efficiently and accurately processing customer transactions.
• Identify and service customer needs and resolve issues while building relationships in the community.
• Open new accounts and uncover cross-selling opportunities that benefit customer financial wellness.
• Partner with and refer customers to internal insurance, mortgage, and other key areas within the bank to help meet financial needs.

Skills on Resume: 

• Business Development (Hard Skills)
• Channel Expansion (Hard Skills)
• Sales Strategy (Hard Skills)
• Brand Representation (Soft Skills)
• Localization Strategy (Hard Skills)
• Customer Insight (Soft Skills)
• Issue Resolution (Soft Skills)
• Cross-selling (Hard Skills)

Job Summary:

• Greeting customers making them feel welcome upon entering the branch
• Maintain & serve existing and further expand portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies and processes.
• Build and maintain strong client relationships and keep frequent contact with customers, including on-site visits. 
• Understand well the nature of customer's business and keep abreast of latest developments in the company/industry.
• Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, derivatives, advisory services, etc.
• Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral), capital market products and/or advisory
• Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management
• Keep sound quality of own credit portfolio, ensure adherence to Citi’s credit policies, procedures, programs and best practices. 
• Maintain strong and solid control environment (as per the AML, KYC and other policies)
• Provide active feedback on emerging product needs of customers, competitive practices, and ideas on process/product improvement

Skills on Resume: 

• Customer Greeting (Soft Skills)
• Account Management (Hard Skills)
• Client Relationship (Soft Skills)
• Industry Knowledge (Hard Skills)
• Needs Identification (Hard Skills)
• Product Cross-sell (Hard Skills)
• Credit Management (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary:

• Develops new customer relationships and expands existing customer relationships through the sale and cross-sale of banking products 
• Assessing the customer's needs and determining which financial products and services can best satisfy those needs.
• Gain 100% of the customer's financial business and sales are at or above the performance standards established. 
• Responsible for a higher production of deposit accounts and a higher loan volume than a Personal Banker I. 
• Handles more complex accounts and high value customer relationships.
• Assist potential and current customers with retirement planning services and products.
• May participate in community and/or outside sales events to support the branch/market.
• Completes consumer loan applications and submits to central underwriting for approval.
• Conducts loan closing once approval is obtained.
• Support the operational integrity of the branch.

Skills on Resume: 

• Customer Relationships (Soft Skills)
• Needs Assessment (Hard Skills)
• Sales Performance (Hard Skills)
• Deposit Production (Hard Skills)
• Account Handling (Hard Skills)
• Retirement Planning (Hard Skills)
• Community Engagement (Soft Skills)
• Loan Processing (Hard Skills)

Job Summary:

• Contacts prospective and current bank customers to solicit new business to meet specific goals in order to expand retail bank services.
• Ensures all accounts are opened and loan documents are completed in accordance with established policies and procedures,
• Proper records are maintained accurately and information is entered on appropriate systems and routed to appropriate departments.
• Achieve compliance certification and use knowledge of compliance/CRA regulations in day-to-day activities.
• Maintains a working knowledge of bank/branch goals, policy and procedural expertise of deposit and non-deposit products and services, and all current marketing and advertising campaigns.
• Accountable for individual sales goals and contributes to increasing branch sales, revenues and customer satisfaction.
• May cross-train and provide backup for teller functions by processing paying and receiving transactions accurately 
• Efficiently in according to established Teller Policy and Procedures.
• Complies with all related Federal, State and Industry laws and regulations pertaining to Banking.
• Processing transactions for customers to help them manage finances

Skills on Resume: 

• Business Solicitation (Soft Skills)
• Document Compliance (Hard Skills)
• Record Maintenance (Hard Skills)
• Regulation Knowledge (Hard Skills)
• Product Expertise (Hard Skills)
• Sales Contribution (Hard Skills)
• Teller Support (Hard Skills)
• Transaction Processing (Hard Skills)

Job Summary:

• Providing prompt, efficient service, including identifying customer needs and matching them with proper products and/or services
• Providing problem resolution, quoting rates and calculating interest, processing stop payments and wires.
• Opening new accounts and performing account maintenance
• Preparing required documentation and ordering checks, cards, statements, etc., and setting up online banking.
• Following established Bank procedures and practices to ensure completeness and accuracy of work.
• Provide clerical duties, such as monitor incoming calls for the branch and directing calls to proper recipients.
• Welcome customers to Think Bank by walking them through account options, opening accounts for them, and explaining all the products and services available
• Consistently engaging in conversation with existing customers to understand needs and recommend appropriate products and services
• Follow up with customers as appropriate to be sure needs are met, and experience is in branch is outstanding
• Continually communicate with branch staff to create a collaborative environment and ensure an outstanding, seamless experience for the customers

Skills on Resume: 

• Customer Service (Soft Skills)
• Problem Resolution (Hard Skills)
• Account Maintenance (Hard Skills)
• Documentation Preparation (Hard Skills)
• Procedure Compliance (Hard Skills)
• Clerical Duties (Hard Skills)
• Customer Engagement (Soft Skills)
• Team Communication (Soft Skills)