- Enter Loans into the system
- Open and Close accounts
- Open and close the branch following the guidelines for safety.
- Answering calls
- Handling escalated calls requiring resolutions above and beyond to retain customers.
- Supervising bankers to maintain productivity.
- Coaching with bankers to encourage growth and effectiveness.
- Increasing banker’s knowledge through presentations and documents.
- Answering calls spanning multiple departments, identifying customer pain points.
- Assisting retail locations in specialty requests.
- Mentor, coach, and teach new bankers on lending guidelines, best practices, and sales management
- In depth knowledge of retail banking product philosophy, policy, and procedures