Client Relationship Consultant
$39,520,000–$45,760,000 year
On-siteDade City, Florida, United States
Job Summary
Open new accounts, establish direct deposit and retirement accounts, and perform teller functions while answering customer queries about all Bank services. Evaluate client needs to offer appropriate financial products, proactively prospect for new business, and follow up via phone or written correspondence after sales encounters. Assist in establishing branch objectives, participate in sales and product training, and maintain professional relationships with support departments and management. Adhere to First National Bank of Pasco's philosophies, BSA/AML/OFAC regulations, and established security procedures.
Required Qualifications
- High school diploma or equivalent
- Successful completion of in-house training program
- Two years' experience in the teller function
- Sales experience, particularly in cross-marketing products and services
- Excellent sales, interpersonal and communication skills
- Thorough understanding of Bank products and services
- Above average computer and keyboard skills
- Good organizational skills
- Knowledge of accounting software
- Knowledge of Database software
- Knowledge of Internet software
- Knowledge of Word Processing software
- Knowledge of Jack Henry core system
- Knowledge of and compliance with all BSA/AML/OFAC regulations
- Ability to sit
- Ability to talk
- Ability to hear
- Ability to lift up to 25 lbs.
- Availability to work evenings and/or weekends
- Ability to attend remote meetings
- Ability to travel
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