Financial Services Specialist
3 weeks ago
About Evans Bank
At Evans Bank, we pride ourselves on providing exceptional customer experiences and fostering long-term relationships with our clients. As a Relationship Banker, you will play a vital role in delivering personalized service, innovative solutions, and community support to our customers.
Job Description
We are seeking a skilled Relationship Banker to join our team at Evans Bank. The successful candidate will possess excellent communication skills, a customer-focused approach, and the ability to build lasting relationships with clients.
Key Responsibilities
- Develop and maintain a strong network of client relationships through proactive outreach, regular follow-ups, and continuous assessment of client financial goals and objectives.
- Utilize effective sales techniques to promote and sell Evans Bank's products and services, ensuring alignment with client needs and financial goals.
- Collaborate with internal stakeholders to design and execute compelling sales pitches and presentations that effectively communicate the value proposition of Evans Bank's products and services.
- Stay informed about market trends, regulatory changes, and industry developments to provide expert advice and guidance to clients.
- Maintain accurate and up-to-date records of client interactions, transactions, and financial data, adhering to all relevant laws, regulations, and bank policies.
Requirements
- A minimum of 2 years' experience as a Relationship Banker or in a related field, with a proven track record of success in building and maintaining strong client relationships.
- Strong knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment solutions.
- Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively with clients, colleagues, and management.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining attention to detail.
- Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint, with the ability to learn and adapt to new software applications.
- NMLS certification (or willingness to obtain within 30 days).
- Notary Public certification (or willingness to obtain within 180 days).
- Availability to work flexible hours, including evenings and weekends, as needed.
Benefits
- Competitive base salary ranging from $23.00 to $26.74 per hour, depending on experience.
- Ongoing training and professional development opportunities to enhance skills and knowledge.
- Benefits package, including medical, dental, and vision insurance, 401(k) retirement plan, and paid time off.
- Opportunities for advancement and career growth within the bank.
- A supportive and inclusive work environment that values diversity, equity, and inclusion.
- Access to state-of-the-art technology and tools to enhance productivity and efficiency.
- A commitment to community involvement and social responsibility, with opportunities to participate in volunteer events and charity initiatives.
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