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Banking Relationship Spec
4 months ago
Position Description:
Job Purpose and Scope:
In this role, you will build professional relationships with customers and provide sales leadership and coaching to team members. Utilizing your knowledge of consumer and small business banking products and services, you will engage customers in meaningful conversations regarding their financial needs and goals. You will also help cultivate, maintain, and strengthen relationships with the community. You will promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.
Essential Job Functions:
Enthusiastically support the bank’s values and mission Engage customers in meaningful conversations regarding their financial needs and goals, identifying consumer and small business products, services, and digital solutions, including deposits, loans, business online banking, mobile applications and treasury and merchant services, to meet those needs Open and service complex small business and personal, consumer accounts Conduct outbound sales calls and teleconsulting Model banking center lobby leadership Proactively serve as role model for client service and consumer banking team members and coach sales activities, including opportunity spotting/referrals, joint selling, outbound calling, and lobby management Cultivate professional relationships with customers, listening carefully to their needs and displaying empathy to provide the best service possible Display a high degree of integrity, trustworthiness, and professionalism at all times Actively promote teamwork, leading by example and taking initiative to assist others Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members Maintain consistently good punctuality and attendance to work Follow Bank policy, procedures, and guidelines to protect customers and bank assetsKnowledge, Skills & Abilities:
Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) Knowledge of bank policies and procedures Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition Ability to demonstrate confidence and act as an accomplished and persuasive inside sales leader Ability to communicate effectively both verbally and in writing Ability to demonstrate team player approach, capable of thriving in a continually changing environment Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail Ability to work autonomously Ability to maintain confidentiality Ability to follow policy and procedure including safety and security procedures Ability to travel to other work locations (e.g., training, staffing shortages), as needed Skill in using computer and Microsoft Office applications necessary to perform essential job functions.Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
Position Requirements:
Basic Qualifications:
High school diploma or equivalent required; bachelor’s degree preferred 1+ year retail customer service and/or sales experience required Knowledge of business and consumer products required Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred Proven ability to achieve sales goals and financial targets preferred Experience in a leadership and/or coaching role strongly preferred NMLS required