Personal Banker-Outbound-Branch Banking-Relationship Management

Description We are seeking a driven and customer - focused Personal Banker - Outbound to lead business development efforts at the branch level. The role involves acquiring new customers and driving sales of retail liabilities and third - party products. The ideal candidate will be energetic, goal - oriented, and passionate about delivering exceptional customer service while achieving business targets. Responsibilities - 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.