Teams at Community Bank

Sell and cross-sell the bank’s products and services, open and maintain business accounts, identify sales opportunities, retain and grow customer relationships, meet personal and center sales goals, perform telemarketing, follow compliance procedures (ChexSystems, OFAC, CIP), participate in sales training and incentive programs, and ensure proper account documentation.

Develop and wholesale CitizensTrust investment services by prospecting new clients, partnering with bank relationship managers, closing sales, and managing a book of business. Promote investment, advisory, insurance, annuities, retirement plan and brokerage offerings, track prospects and reports, participate in center sales meetings and community activities, and ensure client onboarding and retention. Frequent travel and territory coverage required.

Manage a portfolio of commercial clients to grow loans, deposits, and banking products. Support center sales and service efforts, ensure regulatory and policy compliance, assist with center budgeting and audit procedures, participate in community activities, and deliver strong customer service to retain and expand relationships.