Customer Relationship Development Specialist
6 days ago
Overview:
Hickory Point Bank & Trust is a dynamic financial institution dedicated to providing exceptional customer experiences. Our team is comprised of innovative, creative, and empowered professionals who are committed to doing what's right for our customers.
Salary: $60,000 - $80,000 per year, depending on experience
Job Description:
We're seeking a skilled Customer Relationship Development Specialist to join our team. In this role, you will be responsible for helping clients achieve financial well-being through deep customer relationships and thoughtful understanding of their needs. You will offer the best and most appropriate personal and business financial products and services, spending most of your time as a relationship banker, new account and consumer lender for the banking center, and in a customer service associate role.
Duties and Responsibilities:
- Acquire and deepen customer relationships through active market profiling and needs-based questioning to identify deposit, credit, and investment solutions.
- Educate customers on alternative channels that provide value and drive proactive sales conversations through internal and outbound interactions.
- Develop strong partnerships with Ag Services, Financial Advisors, Mortgage Advisors, and Commercial and Treasury Management colleagues to focus on deepening the relationship of current clients.
- Effectively manage and maintain these partnerships, recognize cross-referencing potential, and make quality referrals to the proper team.
- Create customer loyalty by building relationships, understanding our customers, and providing personalized solutions that best meet their needs.
- Serve as the primary new account and consumer lender for the banking center.
- Communicate effectively with clients and colleagues both in person and in phone conversations.
- Become involved within the community through specific organizations and special events.
- Serve as the face of the Bank.
- Assist customers with servicing their relationships, from transactions to complex service needs.
- Engage in conversation to understand complex issues and take ownership of the resolution.
- Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
Required Skills and Qualifications:
- High School Diploma or GED equivalent
- Excellent customer service and communications skills, including oral and written skills
- Previous banking experience a plus
- Outgoing and enthusiastic personality
- Ability to handle money comfortably
- Accuracy and attention to detail
- Proven sales skills and desire to meet sales goals
- Ability to multi-task
- Good listening and problem-solving skills
- Enjoy working with the public
- Confidential, high degree of integrity
- Portray a professional image
- Willingness to be cross-trained and to accept ongoing projects as necessary
- Knowledge of window-based programs and computer keyboard
- Ability to work banking center hours of operation
- Bending, lifting up to 25lbs, standing
Benefits:
This is a full-time, non-exempt position eligible for a robust benefit package. The successful completion of a pre-employment drug screen, consumer credit check, and background check is required.
Others:
Hickory Point Bank & Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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