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Business Banking Specialist

2 months ago


Oklahoma City, Oklahoma, United States City National Bank & Trust Full time
Job Description

About City National Bank & Trust

We are a leading financial institution dedicated to providing exceptional banking services to businesses and individuals.

Job Title: Business Banking Specialist

We are seeking a highly motivated and experienced Business Banking Specialist to join our team. As a Business Banking Specialist, you will be responsible for building and maintaining relationships with our business customers, providing exceptional customer service, and identifying opportunities to grow our business.

Key Responsibilities:

  • Customer Relationship Management: Develop and maintain strong relationships with our business customers, understanding their financial needs and providing tailored solutions to meet those needs.
  • Business Development: Identify opportunities to grow our business through proactive prospecting and customer follow-up, meeting monthly sales goals and exceeding expectations.
  • Product Knowledge: Maintain a working knowledge of our products and services, including loan and non-loan products, to effectively advise and support our business customers.
  • Collaboration: Work closely with Loan Officers, Branch Management, and support staff to achieve collaborative business sales efforts.
  • Compliance: Ensure compliance with bank policies and regulations, maintaining a high level of professionalism and integrity in all interactions.

Requirements:

  • Education: High School Diploma or equivalent; college degree preferred.
  • Experience: No less than 2 years sales experience required; previous business banking experience preferred.
  • Skills: Proficient knowledge of Microsoft Office applications, excellent communication and negotiating skills, ability to maintain interpersonal relationships, and a valid driver's license.

Physical Requirements:

  • Ability to drive and make outside visits to customer and branch locations.
  • Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, carry or transport light weight equipment.
  • Ability to sit or stand for extended periods of time.
  • Close vision and ability to adjust focus.

Other Duties: Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.