Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Provides all necessary paperwork and documentation during the client account opening process. Owns the process for ensuring the account is in good standing. Provides proactive day to day client service by anticipating client needs and responding to client questions and issues in a timely manner. Provides clients with accurate, factual information utilizing appropriate res

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Execution. Execute social media strategies, both paid and organic, across all platforms, as directed by manager Facebook, LinkedIn, Twitter, Instagram and more for B2C and B2B teams. Stay on top of the rapidly evolving social media scene, as well as efforts of key competitors. Collaboration. Partner with Brand, Design, LOB Marketing Managers, Legal and Compliance in devel

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Provides administrative support to the area executive. Judgment and initiative are required in certain situations. Administers programs, projects, campaigns and/or processes for the operating unit served. Coordinates manager#s schedule, makes appointments, and arranges and coordinates travel schedules. Answers, screens, and directs incoming calls determining those which c

Reviews incoming Invoices from multiple vendors for different lines of business to insure that billed items were accurately assessed. Decisions and processes incoming invoices by approving for payment or denying payment. Gains approval for any fee request over Investor or Bank allowable limits. Posts funds to Default accounts as needed. Creates and maintains reports as ne

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Develop and maintain volume levels commensurate with assigned territory objectives. Maximize penetration levels in dealerships through performance ratios by continually tracking applications, approvals, bookings, and quality of submissions/paperwork. Identify and close key dealers that can be strategic partners. Serve as liaison between dealers and each 5/3 department. De

. Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate . Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/a

Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed. Use critical thinking to identify and draft documentation. Responsible for regularly completing indicative credit information into Banking Systems with little to no errors. Responsible for preparing risk rating scorecard and performing tickler event analysis to identify pote