Preferred Program Specialist Position Available In Davidson, Tennessee

Job Description:

GENERAL FUNCTION

A sales positionresponsible for the acquisition, growth, and retention of theFinancial Center”s customers, with specific focus on our PreferredProgram customers and mass affluent prospects. Proactively contactandservicecustomersinthe sales and service of bank products,conduct needs-based assessment of the prospective and existingclient base, and engage One Bank partners as needed to fulfillclient needs. Utilize and promote the Retail ConsultativeSalesprocess,usingtheprescribed tools and partnering with theCustomer/Financial Service Representatives for referral activity.

Work closely with IE, MLO, BBO, and other internal sales partnersto increase One Bank opportunities and provide goalbasedsolutionstothecustomer.

ESSENTIAL DUTIES & RESPONSIBILITIES

Sales/Goals Function:

o Develop and execute strategies and tactics to increase thePreferred Program households and increase services used withinassigned book of Preferred Program business, removing roadblocks toachieve goals. o Develop a strong working partnership with assigned InvestmentExecutive focused on the preferred book of business. o Build deep relationships to earn status as trusted advisor,listening to key concerns of customers and providing relevant,comprehensive solutions. o Maintain the sales environment, and actively participate inregular huddles, sales and staff meetings support the executionsales related and motivational activities. Provide guidance to theCustomer/Financial ServiceRepresentativesinthereferral/salesprocess with a specific focus onPreferred customers. o Consistently meet or exceed growth goals for loans, deposits, andfee income, as set by management. o Maintain a well-developed working knowledge of the complete lineof products and services offered, taking responsibility to keep upto date and request assistance for further developmentneeds. o Establish close relationships with assigned One Bank Partnerssuch as Mortgage, Business Banking Officers to ensure customerneeds and business line goals are met. o Actively participate in the telemarketing and prospectingactivities within the financial center, utilizing the marketingresources and other various tools. o Oversees the operationally accurate fulfillment of all depositand lending products. o Consistently meet or exceed brokerage sales/referral goals as setby management working in partnership with InvestmentExecutive. o Promote company products and services by regularly solicitinginternal customers for expanded business and referrals, to assistin the continuing growth of the office and company. o Initiate and maintain customer contact through a variety ofmethods, including but not limited to customer interaction on theline and platform, telemarketing, and attending various seminarsand community events. o Handle the business loan process, as prescribed within thefinancial center environment, by establishing the relationship,determining business needs, making recommendations for thoseapplications passed to the appropriateloanofficerandmaintainingrelationship asappropriate.

Customer Service:

o Proactively contact and service preferred customers to helpcustomers identify and set short and long-term financialgoals. o Provide a customer experience that is consistent across allcustomer touch points, is among the leaders in the financialservices industry in terms of customer satisfaction, loyalty, andretention and provides a differentiatedexperiencefromotherprovidersin the market place. o Promote excellent customer relations by consistently providingpremier customer satisfaction with a friendly demeanor, can-doattitude, and willingness to help at all times, providingprofessional resolution of problems/issues. o Establish a relationship with