Sells all investment and business banking products via telephone.

Responsible for achieving department sales and personal goals.

Provides sales training and support to new, less experienced representatives.

Responds to TSR referred calls from existing or prospective customers with the intent to close sales.

Places outbound calls from designated lists to secure new customer relationships for the bank. Prospects new account relationships, deposits and loans.

Completes accurate fulfillment documents for closed sales.

Conducts frequent new customer satisfaction surveys.