Relationship Banker

Relationship Banker

Requirements

• Bachelor’s Degree or equivalent work experience in Business Management, Finance, or equivalent field (Preferred)
• Experience selling products and/or services in an incentive based environment 3+ years (Required)
• Six months of cash handling experience (Preferred)
• Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position’s primary duties & responsibilities
• Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
• Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
• Ability to service and transition to appropriate business partners for execution
• Excellent consultative skills
• Client prospecting and development, customer retention and needs analysis skills
• Excellent verbal communication and influence skills
• Ability to display a credible, trustworthy, and professional image at all times
• Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach
• Strong financial and business acumen

Responsibilities

• Identifies and pursues new sales prospects within existing or untapped markets
• Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business
• Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships
• Maximizing cross-sales opportunities through customer profiling
• Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services
• Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs
• Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products
• Makes presentations to potential clients and contributes to the achievement of sales targets
• Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies
• Attends and actively participates in weekly partnership meetings and joint calls with Branch partners
• Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners
• Creates customized solutions for new and existing clients in order to help them achieve their financial goals
• Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals
• Proactively manages risk in every business, product and service transaction, leveraging available tools.

Preferred Qualifications

• Bachelor’s Degree or equivalent work experience in Business Management, Finance, or equivalent field (Preferred)
• Six months of cash handling experience (Preferred)