Banking Relationship Spec (Sr Relationship Banker)

Position Description :

About Us :

Built on a legacy of more than 100 years in banking, we pride ourselves on our commitment to excellence, exceptional customer service, and year-after-year recognition of our industry leading financial performance.

Uniquely positioned with our own internal Fintech team, we create and offer innovative personal and business banking solutions.

We are dedicated to building community and strive to help our customers succeed financially. By helping to facilitate financial stability for our customers, we positively impact their lives and support families and our communities.

We are socially responsible. We also aspire to foster a productive and enriching work environment for our team members. When our customers and team members thrive, we achieve success for our bank.

About You :

Being the best bank for our customers and team members begins with outstanding talent that possesses and displays the following attributes :

• Helpful, friendly, approachable, enthusiastic and professional disposition
• Accomplished inside sales leader
• Tenacious focus on the delivery of an exceptional customer experience
• Accurate and efficient productivity, capable of working autonomously
• Team player approach, capable of thriving in a continually changing environment
• Critical thinking skills

Your Role :

In this role, you will build professional relationships with customers and provide sales leadership and coaching to team members.

You will utilize your knowledge of consumer and small business banking products and services to help our customers meet their financial needs and goals.

You will contribute your unique talents, skills and experiences to help cultivate, maintain and strengthen relationships with the community, providing exceptional customer service while meeting the financial needs of our customers.

You will proactively help your team and our bank get better every day.

Our successful team members perform the following responsibilities every day :

• 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 assets

Job Expectations :

Ability to operate normal and customary equipment / technology used in a business environment, with or without accommodation

Note : This description is not an exhaustive list of all job responsibilities, skills and standards required. Other job responsibilities, skills, and standards may be added.

Management reserves the right to add or change the job requirements at any time.

Position Requirements :

Qualifications :

• High school diploma or equivalent required; bachelor 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 preferred (required for lending activities)
30+ days ago