Banking Services Consultant
2 weeks ago
Overview:
A Banking Services Consultant plays a vital role in enhancing sales and service operations within the branch. This position focuses on nurturing and expanding customer relationships through proactive outreach and effective service delivery.
The consultant is responsible for initiating deposit accounts and related banking services, as well as lending activities, including consumer real estate loans. Additionally, they will identify and refer potential sales opportunities to the appropriate banking partners.
Qualities of a successful candidate:
� Sales Initiative:
A self-motivated individual who effectively manages daily outreach efforts to meet established targets.
� Communication Proficiency:
Comfortable and confident in initiating conversations with clients.
� Customer Care Skills:
Establishes trust and confidence with clients through exceptional service.
� Flexibility:
Quick to learn and adapt to new information and technologies.
� Collaborative Spirit:
Works diligently to foster strong relationships within the team and across departments.
� Persuasiveness:
Skilled in building rapport with diverse personalities to achieve positive outcomes.
� Quick Thinking:
Capable of processing information swiftly and resolving issues efficiently.
Responsibilities:
The primary duties of this role include:
� Engaging in proactive outreach to schedule appointments for sales discussions.
� Conducting sales conversations to assess banking needs and financial objectives.
� Opening deposit accounts and facilitating loan origination, including real estate secured loans.
� Identifying referrals for wealth management, mortgage, and commercial banking services.
Qualifications:
A Bachelor's Degree with a minimum of 1 year of experience in sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or completion of a First Citizens career development program. Alternatively, a High School Diploma or GED with 5 years of experience in sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or completion of a First Citizens career development program.
Preferred Experience:
Experience in financial services sales or telephone sales.
Licensing Requirements:
Where applicable, associates must complete the bank-sponsored licensing program within 12 months of starting the role.
Required Skills:
Application of a structured sales approach, providing financial guidance and expertise, financial literacy, and knowledge of retail banking products and services.
-
Business Banking Development Officer
23 hours ago
Columbia, Illinois, United States Enterprise Bank and Trust Full timeJob Title: Business Banking Development OfficerEnterprise Bank and Trust is seeking a highly motivated and experienced Business Banking Development Officer to join our team. As a Business Banking Development Officer, you will be responsible for generating and expanding the Bank's deposit relationships with small businesses.Key Responsibilities:Develop and...
-
Bank Teller
2 months ago
Columbia, United States Dieterich Bank Full timeJob DescriptionJob DescriptionDieterich Bank is looking to hire a Retail Banker at our Columbia Branch!Full-Time Retail Bankers play a vital role as they represent the face of Dieterich Bank within the communities we serve. This role is responsible for building customer relationships by assisting them to make informed choices, solve problems, and improve...
-
Bank Sales Representative
2 days ago
York, South Carolina, United States First Citizens Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Sales and Service Representative. As a key member of our branch team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of our bank's capabilities, tools, and...
-
Bank Sales Representative
18 hours ago
Charleston, South Carolina, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our team at First Citizens Bank. As a key member of our branch team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of bank capabilities.Key...
-
Bank Sales Representative
5 days ago
Lancaster, South Carolina, United States First Citizens Bank Full timeJob Summary:The Bank Sales Representative is responsible for providing exceptional customer service and sales support to clients in a fast-paced banking environment. This role requires strong communication and interpersonal skills, as well as the ability to adapt to new information and technology.Key Responsibilities:Engage with customers to understand their...
-
Senior Sales and Service Representative
2 days ago
Columbia, South Carolina, United States First Citizens Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Senior Sales and Service Representative to join our team at First Citizens Bank. As a key member of our branch team, you will be responsible for building and expanding banking relationships through proactive customer outreach and customer service requests.Key ResponsibilitiesProactively engage...
-
Customer Service and Sales Representative
7 days ago
Columbia, South Carolina, United States First Citizens Bank Full timePosition Overview:Are you passionate about providing exceptional service? Become a part of First Citizens Bank and make a meaningful impact.The Customer Service and Sales Representative plays a vital role in managing transactions and addressing various customer service inquiries within the branch. This position promotes customer awareness and understanding...
-
Business Banking Development Officer
2 days ago
Columbia, Illinois, United States Enterprise Bank and Trust Full timeJob Title: Business Banking Development Officer**About the Role:**Enterprise Bank and Trust is seeking a highly motivated and experienced Business Banking Development Officer to join our team. As a Business Banking Development Officer, you will be responsible for generating and expanding the Bank's deposit relationships with small businesses.**Key...
-
Banking Services Representative
7 days ago
South Lake Tahoe, California, United States Emprise Bank Full timeJob OverviewAt Emprise Bank, our mission is to empower individuals to succeed. We are dedicated to delivering an exceptional customer experience that helps our clients reach their financial objectives.We are currently looking for a Full Time Banking Services Representative to enhance our El Dorado branch. In this role, you will engage directly with our...
-
Teller - Customer Service Representative
1 day ago
Columbia, South Carolina, United States Quality Talent Group Full timeAbout This RoleWe are seeking a highly skilled and customer-focused Teller to join our team at Quality Talent Group. As a Teller, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesProcess customer transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and...
-
Customer Service Representative
2 weeks ago
Columbia, South Carolina, United States Security Federal Bank Full timeJob OverviewThis role is essential for managing customer service interactions while ensuring a superior in-branch experience for clients.Key Responsibilities:The ideal candidate will demonstrate teamwork, attention to detail, and a commitment to positively impacting our clients and the communities we serve.Preferred Qualifications:At least one year of...
-
Customer Service Representative
2 weeks ago
Columbia Falls, Montana, United States LC Staffing Full timeCustomer Service Representative Step into the banking sector with LC Staffing as we seek a dedicated, full-time Customer Service Representative for a community-focused financial institution. This role is an excellent opportunity for individuals eager to embark on a career in banking, providing exceptional customer service while utilizing strong numerical...
-
Banking Professional
14 hours ago
Columbia, Missouri, United States The Callaway Bank Full timeThe Callaway Bank is seeking a highly skilled and motivated individual to join our team as a Teller/Lead Teller/Senior Teller at our Columbia location. As a key member of our banking team, you will be responsible for developing and maintaining deposit relationships and selling appropriate products and services while efficiently processing daily...
-
AVP, Business Banking Development Officer
3 months ago
Columbia, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, were strong,...
-
Banking Associate Trainee
2 weeks ago
Columbia, Illinois, United States Midland States Bank Full timeBanking Associate TraineeCompensation: $17 per hourAt Midland States Bank, the base salary is just one part of our comprehensive Total Rewards program. The specific compensation is influenced by various factors including education, skills, internal equity, and experience. This role may also offer additional compensation through short-term incentives (such as...
-
Commercial Banking Relationship Manager III
2 days ago
South Jordan, Utah, United States Umpqua Bank Full timeAbout Umpqua BankUmpqua Bank is a leading western-based regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees and a commitment to our associates, customers, and communities, we strive to create a great place to work.About the RoleThis is a sales and solutions-focused position that requires developing, advising, managing,...
-
Business Banking Relationship Executive
7 days ago
South Jordan, Utah, United States Umpqua Bank Full timeAbout Us: Umpqua Bank is a prominent financial institution located in the Pacific Northwest, employing over 5,000 individuals and providing banking services nationwide. Following our recent merger with Columbia Bank, we have solidified our position as a leading regional bank with assets exceeding $50 billion. Our commitment to our employees, customers, and...
-
Physiatrist - Consult Service
2 days ago
Columbia, Missouri, United States University of Missouri Healthcare Full timeJob SummaryWe are seeking a highly skilled Physiatrist to join our team as a Consult Service provider at the University of Missouri Healthcare. As a key member of our department, you will be responsible for providing consultative services at a Level I Trauma Center and participating in call rotation at the Howard A. Rusk Rehabilitation Hospital.Key...
-
Senior Commercial Banking Advisor
2 weeks ago
South Jordan, Utah, United States Umpqua Bank Full timeAbout Us: Umpqua Bank, a prominent institution in the Pacific Northwest, employs over 5,000 individuals and provides a wide range of banking services across the nation. Following our recent merger with Columbia Bank, we have solidified our position as a leading regional bank with assets exceeding $50 billion. Our commitment to our employees, customers, and...
-
Commercial Banking Relationship Manager
3 months ago
South Jordan, United States Umpqua Bank Full timeDescription About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...