• Builds and maintains a network of sources from which to identify new sales leads. • Communicates with customers and leads to identify and understand their product or service needs; identifies and suggests products and services to meet those needs. • Demonstrates the functions and utility of products or services to customers based on their needs. • Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale. • Maintains communication with existing and previous customers, alerting them of new products, services, and enhancements that may be of interest. • Maintains detailed reports of sales activities including calls, orders, sales, lost business, and any customer or vendor relationship problems. • Provides periodic territory sales forecasts. • Identify and create opportunities to increase sales of ProTech'd parts and program. • Develop sales materials and techniques to successfully grow the ProTech'd program. • Develop, maintain, and distribute activity and success tracking reports. • Performs other duties as assigned.

• Develop and cultivate dealer relationships to align with corporate goals and objectives • Gather information on competitors’ offerings and provide timely recommendations to manager • Provide competitors’ offerings to Sr. Management and recommend changes as needed • Create customized programs for dealers that produce high volume loans • Routine visits to the dealers on the program • Work with dealers to reduce errors, improve turn-times, and resolve funding and underwriting issues • Daily interaction with Indirect Lending staff to ensure Key Performance Indicators are met • Track common issues and come up with solutions • Work with indirect lending partner to target and sign up new dealers

• Cultivating and growing high value, deposit relationships • Development and acquisition of new business deposit relationships • Maintaining a portfolio of business deposit members • Developing and executing a formalized sales plan • Partnering with branch team(s) to achieve business growth goals • Responsible for leading deal teams and partner interactions • Developing and maintaining relationships with centers of influence • Attending networking, charity, and corporate functions • Identifying opportunities for growth of additional revenue streams • Utilizing proactive and needs based selling techniques • Overall responsibility for Know Your Member (“KYM”) execution and compliance requirements

• Build long-term relationships with your customer base and create value in every interaction • Identify and qualify customers for upselling and cross-selling opportunities and independently conduct product demos • Identify customer issues, advise during escalations, and provide solutions to minimize churn • Work on renewing customer contracts, prepare proposals, and negotiate pricing • Track customer issues and needs and provide feedback to improve customer satisfaction (e.g., NPS) • Make a key contribution to the further development of our products and collaborate cross-functionally with teams such as Sales, CSM, Product, and Marketing