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Financial Services Specialist

2 months ago

Tonawanda, New York, United States EVANS BANK Full time
Job Opportunity at Evans Bank

We are seeking a dynamic and experienced Banking Professional to join our team as a Licensed Relationship Banker. This role will involve collaborating with business partners across various lines of the bank to build knowledge and expertise, while working with personal and commercial customers to provide comprehensive financial guidance and solutions.

Key Responsibilities:

  • Collaborate with business partners to build knowledge and expertise
  • Work with personal and commercial customers to provide financial guidance and solutions
  • Develop strong relationships with customers through proactive outreach and follow-up
  • Provide excellent customer service and support
  • Participate in servicing, growing, and retaining the branch's book of business
  • Effectively utilize the sales process to achieve sales goals
  • Assist customers in the account opening process, loan application process, and closing of loans
  • Develop strong partnerships with other lines of business within the bank to deepen and strengthen customer relationships
  • Provide teller line assistance and assist in the overall smooth and efficient operations of the branch

Requirements:

  • Previous experience as a Relationship Banker is strongly preferred
  • Licenses: New York State Life, Accident and Health. Preferred: FINRA Series 6, 63
  • Proven internal and external sales experience with the ability to match appropriate products and services to new and existing clients
  • Excellent customer service and communication skills
  • Ability to build strong relationships with customers and colleagues
  • Strong problem-solving and decision-making skills
  • Ability to work in a fast-paced environment and adapt to changing priorities

What We Offer:

  • A competitive compensation package, including base pay and potential incentive pay
  • A comprehensive benefits package, including paid Federal Holidays and 16 hours of paid volunteer time
  • A dynamic and supportive work environment with opportunities for professional growth and development
  • The ability to make a meaningful impact on the community through our community outreach and volunteer programs

Equal Employment Opportunity:

Evans Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment where all employees feel valued and empowered to succeed.