Responsibilities

• Be well versed in the Bank’s core and ancillary products and services to promote product awareness and manage calling efforts on retail and commercial prospects.
• Work directly with the regional and branch teams to identify Deposit, Lending, Mortgage, Wealth Management, Insurance, Credit Card, Treasury Management, Merchant Services and other opportunities.
• Collaborate with regional leadership, to initiate, lead, and/or support sales campaigns.
• Coordinate and attend joint calls with branch staff, lenders, and divisions.
• Produce monthly reports for regional leadership.
• Plan, coordinate, and attend events to ensure maximum ROI on both bank-hosted events and events sponsored by TRB, including event calendar maintenance.
• Strategically plan use of contributions, and donations with regional leadership to ensure bank investments align with company mission, vision and core values.
• Ensure TRB maintains an active and visible role at bank and community engagements that offer business development opportunities and maximize TRB’s exposure in the communities we serve.
• Prepare and deliver public addresses to customer groups and community organizations to expand TRB brand awareness and promote the business of the company.
• Work in conjunction with the CRA Officer to increase CRA qualified activities throughout the communities we serve.