Banking Specialist IV

Orrstown BankLancaster, PA
85d

About The Position

The Banking Specialist IV will serve as one of the primary new account and loan representatives for the financial center. In addition, The Banking Specialist IV demonstrates a strong proficiency in assisting associates to achieve sales objectives and personal/professional career growth objectives. The Banking Specialist IV will personally demonstrate strong client conversation skills, utilizing the Bank defined conversation strategy. This key branch supervisory position requires the individual to support the development of required associate knowledge of all Bank products and services. In addition, the Banking Specialist IV will assess all sales and service associates' effectiveness in initiating conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist IV will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.

Requirements

  • High school diploma or equivalent required; four-year degree preferred.
  • Minimum of three (3) years relative banking or progressive financial industry experience with an emphasis on consumer lending.
  • Four (4) years of demonstrated success in outside sales may be considered in lieu of banking experience.
  • Previous supervisory experience preferred.
  • Strong reading, verbal and written communication skills.
  • Mathematical, visual, auditory, interpersonal relations, management and sales skills.
  • Proficient in lending, credit analysis, and branch operating systems.
  • Proven track record in effective and productive sales calling for business development.
  • Sound working knowledge of Bank operating policies and procedures.
  • Ability to coach, mentor, motivate and earn trust to create a positive work environment.
  • Competently handle high workloads, competing demands, interruptions and distractions.
  • Valid driver's license.

Nice To Haves

  • Experience in coaching and mentoring staff.
  • Demonstrated ability to create a positive work environment.

Responsibilities

  • Serve as a primary new account and loan representative for the financial center.
  • Assist associates in achieving sales objectives and personal/professional career growth.
  • Demonstrate strong client conversation skills using the Bank defined conversation strategy.
  • Support the development of associate knowledge of all Bank products and services.
  • Assess sales and service associates' effectiveness in client conversational discovery.
  • Align client needs with appropriate solutions and ensure client value recognition.
  • Maintain a balance of risk management while enhancing the client experience.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Credit Intermediation and Related Activities

Education Level

Bachelor's degree

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