- Identify cross-sell and up-sell opportunities and capitalize on them to achieve successful referrals and completed applications
- Actively participate in sales and service meetings. Demonstrate a willingness to change by applying suggested improvement methods to daily interactions with customers
- Successfully complete additional training modules and apply this knowledge during daily interactions with customers.
- Customer service skills
- Excellent phone etiquette
- Experience working with cross selling in a customer focused environment
- Understanding of bank products, operations and services
- Computer experience