Financial Center Relationship Representative

1 week ago

Clifton, New Jersey, United States Spencer Savings Bank Full time
Job Description

The Financial Center Relationship Representative is responsible for building long-term profitable customer relationships. This involves acquiring new customer market share, expanding and retaining existing customer wallet share, and delivering a consistent extraordinary customer experience.

This individual will manage and cultivate a book of business of existing customers, with the goal of growing core deposits, loans, and ancillary bank services. They will execute a customer contact strategy that includes tele-consulting, email, mail, or text to drive customers into the bank for relationship expansion.

The representative will consistently conduct needs-based assessments with every customer they interact with, using the customer profiling process to proactively identify opportunities to make the customer money, save the customer money, and/or make the customer's banking more convenient.

This individual will also assist in educating and developing the referral skills of the Financial Center Service Representatives in their branch.

Key Responsibilities

  • Manage a book of business of existing customers to grow core deposits, loans, and ancillary bank services profitably
  • Develop and consistently execute a proactive customer contact strategy to ensure that customer needs are anticipated and fulfilled
  • Participate in local community and branch events to acquire and/or expand customer market and/or wallet share
  • Work collectively with the Financial Center Manager and/or Market Manager to develop and/or refer commercial client opportunities
  • Exceed client expectations through active engagement, commitment, and dedication to servicing and building customer relationships
  • Advance the bank's corporate sales program through the consultative profiling of clients to develop new relationships and build upon existing ones
  • Responsible for executing Spencer Savings Bank's customer service behaviors/standards with each client interaction
  • Take personal ownership of any and all client service issues through resolution
  • Direct clients and identify opportunities through lobby management. Assist clients with branch technology and provide referrals to other lines of business
  • Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards
  • Supplements general platform sales and service responsibilities as required
  • Responsible for being fully proficient in branch operations and compliance
  • Responsible for learning and being proficient on all bank systems & software relative to the job
  • Assist Financial Center Manager and Assistant Financial Center Manager with branch operations as needed
  • May perform other duties as assigned

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