Personal Banker-Outbound-Branch Banking-Service

Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics

Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance

Source high-value CASA customers and build comprehensive family banking relationships

Acquire new-to-bank customers through personal efforts and acquisition channels Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day

Upgrade customers from lower product categories to premium offerings

Deliver excellent customer service and maintain long-term relationships