Responsibilities
Takes a lead in proactively engaging with existing customers and prospects by providing needs‑based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business‑for‑self applicat
Koitecc Solutions
Evergreen, Colorado, United States ( 0 miles away )
3 days ago
