The Commercial Sales Representative I position is responsible for providing efficient and accurate customer and banking services while delivering the “IBC Experience”. Duties must be carried out accurately and efficiently in a fast-paced environment. This includes meeting customer needs by offering bank products and services and establishing new relationships and improved sales. Provides an excellent opportunity career-oriented individual.
Delivers the IBC Experience by providing prompt, efficient and friendly customer service that result in sales.
Listens carefully, creates a connection, and establishes relationships with prospective customers by suggesting bank products and services that will benefit them.
Assists customers with account-related requests such as: (i) establishing or closing an account, inquiries about bank products and services, questions about checking and savings account transactions, etc.; (ii) transfer funds to assist customer needs; (iii) contact customers to notify them of check orders, debit cards, etc.; and (iv) update customer contact information and records. This may include interacting with other bank departments.
Logs and updates the bank’s system (Horizon) with notes regarding customer interaction.
Supports the International Officer with loan collection, overdrafts, clearing exceptions, certifications, and dormant accounts.
Assists to prepare with origination & servicing of deposit accounts and loans; also, gather all required documentation to comply with bank’s policies and procedures.
Assists in managing and servicing loan and deposit portfolios with a Commercial Sales Associate II and Commercial Lending Officer
Meets customer financial needs by offering products and services through the Referral Program.
Exercises discretion – they will work with confidential customer information.
Attends meetings, events, and participates in the bank’s outreach projects.
Other duties as assigned.
