Professional Banking Relationship Advisor (Private Banking) Clear Mountain BankProfessional Banking Relationship Advisor (Private Banking)Morgantown, WVFull timeCollaborating closely with team members across various lines of business-such as retail banking, investments, commercial lending, and Treasury Management-you will create tailored financial solutions to meet diverse client needs. Initially focusing on sectors like healthcare, legal, and executive management, this position offers a unique opportunity to engage with a distinguished clientele and contribute to the bank's ongoing evolution in wealth management.
Regional Banking Manager City National Bank of West VirginiaRegional Banking ManagerMorgantown, WVThis role involves developing and implementing strategic plans, leading community engagement efforts, ensuring customer satisfaction, driving sales, and ensuring compliance with banking regulations. Job Summary: The Regional Retail Banking Manager is responsible for overseeing the operations, performance, and growth of retail banking branches within an assigned region.
Commercial Banking Administrator Burke & Herbert BankCommercial Banking AdministratorMoorefield, WVThe Commercial Banking Administrator will support Commercial Banking Executives in the origination of new loans and management of credit portfolios. This position will perform a variety of customer service and administrative functions necessary to support the relationship management of the C&I, CRE and investor real estate lending portfolios.
Banking Center Manager - Highlands WesBanco IncBanking Center Manager - HighlandsWVDirects the overall sales and service initiatives of the location, assumes a proactive role in customer interaction and service to include meeting with customers, discussing their specific banking needs in person both at the branch, and at the customer's location. Promotes the sales culture within the banking center and ensure that the staff receives proper management, coaching and training to demonstrate abilities to sell and cross-sell products in order to reach individual and team sales goals.
Retail Resolution Manager WesBanco IncRetail Resolution ManagerWheeling, WVAssists staff and borrowers in understanding and implementing workout options including discussion of modifications; assist staff with follow-up actions required of the borrower to obtain the loss mitigation and/or workout option. The primary duties are providing guidance and leadership to department personnel as well as the overall administration of a portfolio of delinquent consumer, personal and residential real estate loans while strictly adhering to all bank, state and federal policies and regulations.
Retail Sales Associate - Part Time Sunnyside*Retail Sales Associate - Part TimeHuntington, WVBe aware that fraudulent job offers and correspondence may appear legitimate: they may feature a Cresco Labs logo, they may appear to originate from an official-looking email address or web site, or they may be sent by individuals purporting to represent Cresco Labs or an entity which includes the word Cresco Labs in its name. The Wellness Advisor of Sunnyside* will be responsible for advising customers (recreational, medicinal and caregivers) in selecting the proper cannabis products for their needs and act as an ambassador of the company's mission to normalize, professionalize and revolutionize cannabis.
Retail Sales Associate - Full Time Sunnyside*Retail Sales Associate - Full TimeCharleston, WVBe aware that fraudulent job offers and correspondence may appear legitimate: they may feature a Cresco Labs logo, they may appear to originate from an official-looking email address or web site, or they may be sent by individuals purporting to represent Cresco Labs or an entity which includes the word Cresco Labs in its name. The Wellness Advisor of Sunnyside* will be responsible for advising customers (recreational, medicinal and caregivers) in selecting the proper cannabis products for their needs and act as an ambassador of the company's mission to normalize, professionalize and revolutionize cannabis.
NewRetail Branch Manager Woodforest National BankRetail Branch ManagerWVResource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education. Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members.
Retail Area Leader I or II- Charleston WV Truist BankRetail Area Leader I or II- Charleston WVCharleston, West VirginiaLead, coach and manage branch leaders to focus on their responsibilities: Sales and service performance planning; Identifying sales opportunities and achieving results on an individual and team level; Building branch teammate skill sets around sales effectiveness; Industry-leading service and transaction quality, Operational soundness and proper risk management. For assigned branches, responsible for reviewing monthly Average Balance Analysis, Detailed Income and Expense and other management reports to ensure balanced financial performance of branch teams in the following key performance areas.
Retail Area Leader I or II- Morgantown/Martinsburg WV Area Truist BankRetail Area Leader I or II- Morgantown/Martinsburg WV AreaMorgantown, West VirginiaLead, coach and manage branch leaders to focus on their responsibilities: Sales and service performance planning; Identifying sales opportunities and achieving results on an individual and team level; Building branch teammate skill sets around sales effectiveness; Industry-leading service and transaction quality, Operational soundness and proper risk management. For assigned branches, responsible for reviewing monthly Average Balance Analysis, Detailed Income and Expense and other management reports to ensure balanced financial performance of branch teams in the following key performance areas.
Teller Retail Banker Woodforest National BankTeller Retail BankerWVResource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education. Minimum Qualifications/Experience: 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree.
Teller Retail Banker Part-time Woodforest National BankTeller Retail Banker Part-timeLogan, WVResource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education. Minimum Qualifications/Experience: 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree.
Director of Retail Sales Burke & Herbert BankDirector of Retail SalesWVThis includes proactively identifying and assessing operational risks within the bank's moderate risk appetite; establishing, executing, and monitoring controls across the retail network; self-identifying issues and self-correcting; improving processes and controls to prevent recurrence; and implementing timely corrective actions to address control gaps and deficiencies. You will serve as the primary architect for how products and services are delivered to our clients, ensuring that every branch and ATM operates with precision, every employee is equipped to succeed, and every square foot of our physical footprint is optimized to deliver top quartile returns.
Retail Area Leader I or II- Morgantown/Martinsburg WV Area Truist Financial CorpRetail Area Leader I or II- Morgantown/Martinsburg WV AreaMartinsburg, WVLead, coach and manage branch leaders to focus on their responsibilities: Sales and service performance planning; Identifying sales opportunities and achieving results on an individual and team level; Building branch teammate skill sets around sales effectiveness; Industry-leading service and transaction quality, Operational soundness and proper risk management. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Retail Area Leader I or II- Charleston WV Truist Financial CorpRetail Area Leader I or II- Charleston WVCharleston, WVLead, coach and manage branch leaders to focus on their responsibilities: Sales and service performance planning; Identifying sales opportunities and achieving results on an individual and team level; Building branch teammate skill sets around sales effectiveness; Industry-leading service and transaction quality, Operational soundness and proper risk management. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Director of Retail Excellence Burke & Herbert BankDirector of Retail ExcellenceMoorefield, WVThis includes proactively identifying and assessing operational risks within the bank's moderate risk appetite; establishing, executing, and monitoring controls across the retail network; self-identifying issues and self-correcting; improving processes and controls to prevent recurrence; and implementing timely corrective actions to address control gaps and deficiencies. You will serve as the primary architect for how products and services are delivered to our clients, ensuring that every branch and ATM operates with precision, every employee is equipped to succeed, and every square foot of our physical footprint is optimized to deliver top quartile returns.
Retail Co-Store Manager Ollie's Bargain Outlet, Inc.Retail Co-Store ManagerWVManagement experience with these companies translates well to this opportunity: Walmart, 5 Below, Burlington Stores, Big Lots, Dollar General, Rural King, Gabes, Dicks Sporting Goods and Bed Bath and Beyond just to name a few. Assist the Store Team Leader with managing payroll budgets, expenses, store banking, shrink reduction, and the timely completion of related reports to ensure financial and operational goals are met.
Retail Front End Team Leader Ollie's Bargain Outlet, Inc.Retail Front End Team LeaderMoundsville, WVThe Retail Front End Team Leader creates and leads a sales team that is passionate about selling merchandise and ensuring a good customer experience. Position Overview: The Retail Front End Team Leader provides leadership for the successful operation of the entire front-end of store.
Retail Store Manager Ollie's Bargain Outlet, Inc.Retail Store ManagerMoundsville, WVProvides the financial oversight of all sales and profit goals to include management of payroll budgets, expenses, store banking, shrink reduction and other key company initiatives as determined by Ollie's Operations leadership. Our retail store managers build and lead Associate teams who are passionate about merchandising and creating exceptional customer experiences.
Retail Mortgage Loan Originator Truist BankRetail Mortgage Loan OriginatorMartinsburg, West VirginiaUp to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
Retail Mortgage Loan Originator Truist Financial CorpRetail Mortgage Loan OriginatorMartinsburg, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
Personal Banker - Kingwood WesBanco IncPersonal Banker - KingwoodWVThe Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone.
Personal Banker - Bank Plaza WesBanco IncPersonal Banker - Bank PlazaWheeling, WVThe Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone.
Personal Banker - Moundsville WesBanco IncPersonal Banker - MoundsvilleMoundsville, WVThe Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone.
Personal Banker Peoples Bancorp Inc.Personal BankerWVInitiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. The PB I will execute their daily customer interaction in person, on the telephone or video device and at periodic outside venues - using the Peoples Bank sales process - which is rooted in ethical needs-based solution-oriented selling.
Private Banker Partners Federal Credit UnionPrivate BankerHamlin, FLFull timeThe Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills.
207 - Suncrest - Assistant Branch Manager First United Corporation207 - Suncrest - Assistant Branch ManagerMorgantown, WVEducation/Training: A high school diploma or equivalent required, a bachelor's degree in financial related discipline preferred; successful completion of First United Bank & Trust Training Program; obtain and maintain appropriate Bank Product Knowledge Certification; obtain and maintain active Nationwide Mortgage Licensing Registry (NMLS) and complete appropriate SAFE Act training. Assists the Community Office Manager in overseeing branch operations to fulfill customers financial service needs within the designated Community Office as well as implementing strategies to achieve the goals aligned with the Retail Banking divisions annual operational plan.
Customer Service Advisor 1 - Float - Follansbee WV WesBanco IncCustomer Service Advisor 1 - Float - Follansbee WVWVConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Customer Service Advisor 1 - Float - Administration WHE WesBanco IncCustomer Service Advisor 1 - Float - Administration WHEWVConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Customer Service Advisor 1 - Float - Administration CHA WesBanco IncCustomer Service Advisor 1 - Float - Administration CHACharleston, WVConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Customer Service Advisor 1 - Float - Administration MOR WesBanco IncCustomer Service Advisor 1 - Float - Administration MORWVConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Customer Service Advisor 1 - Market Street WesBanco IncCustomer Service Advisor 1 - Market StreetParkersburg, WVConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Sales & Service Representative (Teller) First Citizens BancShares IncSales & Service Representative (Teller)WVOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Part Time Universal Banker- 20 Hours- Teays Valley Truist Financial CorpPart Time Universal Banker- 20 Hours- Teays ValleyWVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours- Morgantown Downtown Truist Financial CorpPart Time Universal Banker- 20 Hours- Morgantown DowntownMorgantown, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours- Beckley Truist Financial CorpPart Time Universal Banker- 20 Hours- BeckleyBeckley, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours- Keyser Truist Financial CorpPart Time Universal Banker- 20 Hours- KeyserWVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 30 Hours- West Side Truist Financial CorpPart Time Universal Banker- 30 Hours- West SideCharleston, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours- Kanawha City Truist Financial CorpPart Time Universal Banker- 20 Hours- Kanawha CityCharleston, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours- Martinsburg Main Truist Financial CorpPart Time Universal Banker- 20 Hours- Martinsburg MainMartinsburg, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker- Charles Town Truist Financial CorpUniversal Banker- Charles TownWVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 30 Hours- Suncrest Truist Financial CorpPart Time Universal Banker- 30 Hours- SuncrestMorgantown, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours - Danville Truist Financial CorpPart Time Universal Banker- 20 Hours - DanvilleWVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
NewUniversal Banker- Truist Square Truist Financial CorpUniversal Banker- Truist SquareCharleston, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
NewUniversal Banker - North Side Truist Financial CorpUniversal Banker - North SideMartinsburg, WVGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Financial Services Representative 1 City National Bank of West VirginiaFinancial Services Representative 1WVAccurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes. Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed.
Part Time Universal Banker- 30 Hours- Suncrest Truist BankPart Time Universal Banker- 30 Hours- SuncrestMorgantown, West VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours- Beckley Truist BankPart Time Universal Banker- 20 Hours- BeckleyBeckley, West VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours- Kanawha City Truist BankPart Time Universal Banker- 20 Hours- Kanawha CityCharleston, West VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 Hours - Danville Truist BankPart Time Universal Banker- 20 Hours - DanvilleDanville, West VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.