Servicing Branch Customers

This role focuses on servicing branch customers and driving new-to-bank acquisition for CASA, TD, and loans through referrals and cross-selling. The position involves maintaining a service-oriented portfolio with proactive engagement and lead conversion while ensuring compliance with audit requirements. Key activities include executing area mapping, cold calls, and below-the-line activities to meet acquisition targets. The role also requires managing customer portfolios for balances, usage, and service requests within defined turnaround times.