Steven Tantalos

-Identify customer's needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer need.

Develop new customers relationships through self-sourced prospecting while retaining existing relationships by proactively identifying opportunities leveraging portfolio management and utilizing the fundamentals of the Bank's sales process to achieve personal sales and referral goals.

-Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interactions, follow-ups), and Know Your Customer and Customer Information Profile.

-Hold morning team huddles in preparation for the day. Highlight team and individual successes, update team on current campaigns and target weekly and quarterly sales goals and prepare feedback.

-Act as a liaison with business partners, attend community networking events, and develop relationships with COI for referral opportunities.

-Promote an environment that supports diversity and reflects the brand. Motivating and supporting the team daily while sharing top sales strategies and innovation.

-Managed team to provide exceptional customer service while achieving sales goals.
-Acted as a mentor to my team, teaching product knowledge and leadership skills.
-Assist management with interview processes and onboarding/training.
-Hold weekly sales huddles, while documenting statistics and spotlighting employee successes.
- Follow company blueprints while creating new sales strategies to hit individual and team quarterly sales goal for the store and region.

- Assist stores in region, acting as a resource to increase sales goals while organizing documents and plans in preparation for audits.