Skills: Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; adept at cross-selling bank products and services; be knowledgeable of and adhere to security procedures. Responsibilities: Through active engagement in client conversation and financial need exploration, supports achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.