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Alternate job titles: Personal Banking Representative | Customer Sales and Service Representative | Personal Banker I

The Banking Services Customer Representative requires a high school diploma or equivalent. Processes basic branch service transactions to ensure customer satisfaction. Being a Banking Services Customer Representative typically reports to a supervisor or manager. Being a Banking Services Customer Representative may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. more...



Alternate job titles: Banking Services Customer Representative | Customer Sales and Service Representative | Personal Banker I

Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology more...


Alternate job titles: Personal Banking Senior Representative | Customer Sales and Service Senior Representative | Personal Banker II

The Banking Services Customer Senior Representative researches and resolves account issues or customer inquiries. Processes basic branch service transactions to ensure customer satisfaction. Being a Banking Services Customer Senior Representative requires a high school diploma or equivalent or in a related area. Promotes organizational products and services by referring current or prospective customers to other departments within the organization. In addition, Banking Services Customer Senior Representative typically reports to a manager or head of a unit/department. Working as a Banking Servi more...


Alternate job titles: Banking Services Customer Senior Representative | Customer Sales and Service Senior Representative | Personal Banker II

Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology more...



Alternate job titles: Banking Business Development Rep | Banking Direct Sales Business Development Rep

Develops new business prospects in specific geographic areas through cold calls. Interacts with existing customers to increase sales of the bank's products and services. Requires a high school diploma or equivalent. Typically reports to a supervisor or manager. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience. more...


Alternate job titles: Banking Business Development Team Leader | Banking Direct Sales Business Development Senior Rep

Develops new business prospects in specific geographic areas through cold calls. Interacts with existing customers to increase sales of the bank's products and services. Requires a high school diploma or equivalent. Typically reports to a manager or head of a unit/department. Works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Typically requires 3-5 years of related experience. more...



Alternate job titles: Account Manager III | Account Executive | Account Relationship Executive

The Client Relationship Representative III pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Develops relationships with major clients to increase revenue. Being a Client Relationship Representative III has detailed knowledge of products and services offered and ensures that products and services consistently meet client needs. Drives retention and growth among customers by understanding their business needs and helping them succeed. In addition, Client Relationship Representative III maintains a c more...


Alternate job titles: Account Manager IV | Account Executive, Sr. | Account Relationship Senior Executive

The Client Relationship Representative IV pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Develops relationships with larger and more complex clients to increase revenue. Being a Client Relationship Representative IV has detailed knowledge of products and services offered and ensures that products and services consistently meet client needs. Drives retention and growth among customers by understanding their business needs and helping them succeed. In addition, Client Relationship Representative I more...


Alternate job titles: Account Manager I | Account Relationship Representative I | Account Representative

The Client Relationship Representative I pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Develops relationships with smaller to mid-sized clients to increase revenue. Being a Client Relationship Representative I has detailed knowledge of products and services offered and ensures that products and services consistently meet client needs. Drives retention and growth among customers by understanding their business needs and helping them succeed. In addition, Client Relationship Representative I main more...



Alternate job titles: Account Manager II | Account Relationship Representative II | Account Representative, Sr.

The Client Relationship Representative II pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Develops relationships with mid-sized clients to increase revenue. Being a Client Relationship Representative II has detailed knowledge of products and services offered and ensures that products and services consistently meet client needs. Drives retention and growth among customers by understanding their business needs and helping them succeed. In addition, Client Relationship Representative II maintains a more...


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