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About Simon Whitaker

Work with bank staff and management to meet and exceed monthly and quarterly goals for banking center. Partner with business and commercial clients to build and establish relationships with banking center clients. Proactively cold calling consumers and business within surrounding community to generate new business for banking center. Exemplify excellent sales performance by achieving increased consumer and non-consumer accounts, deposits, and exceed business and mortgage loan goals.
Possess broad knowledge and understanding of products and services, including detailed benefit description, significantly increasing the number of clients, repeat business and referrals.
Utilize Customer Relationship Management system for leads to maximize new and existing deposit relationships through cross-selling of all retail banking products.
Strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
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