Responsible for accurately identifying and addressing clients' needs by providing a variety of services which may include opening new accounts, accepting and processing loan applications, performing address changes, issuing and activating ATM cards, performing money transfers, ordering checks. Resolves clients' problems either through direct personal action or by referring clients to an alternative branch or bank department resource. Responsible for making outbound sales calls to existing clients, which will include profiling the clients, and uncovering additional sales and referral opportunities. Fulfills clients needs for branch products and services uncovered in these calls. Makes legitimate referrals to bank departments to fulfill clients needs for other products and services. Follows up with clients as needed. May have minimal lending authority. Other duties assigned.
Requires High School Diploma and 1+ year banking, new accounts, loan processes or other directly related experience. Basic knowledge of banking, bank products, cross selling, new accounts, debits and credits. Must have excellent customer service and sales skills. Must be self-motivated and able to work with little or no supervision of outbound calling activities.
This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act.
Zions First National Bank
Utah-American Fork-UT - American Fork Office
UT - American Fork Office
606 East State Road
Multibank holding company Zions Bancorporation operates eight bank subsidiaries with some 485 branches in 10 western and southwestern...