Branch Engagement Banker (Platform Sales)

OceanFirst Bank • New York, NY

7d • Onsite

About The Position

OceanFirst Bank is hiring a Branch Engagement Banker for its Chatham Square branch. The role contributes to branch growth, profitability, and customer retention by meeting sales and service goals. Working with the Branch Manager, the banker helps create a sales-focused environment, acquire and expand customer relationships, build team engagement and product knowledge, and deliver high-quality banking services to current and prospective customers. Retail staff participate in a personalized, interactive two-week training experience upon hire.

Requirements

• High school diploma or equivalent.
• At least 2 years of successful bank platform sales experience.
• Excellent sales skills and demonstrated ability to succeed in a sales environment.
• Excellent customer service skills, including the ability to research and resolve customer issues and act as an escalation point.
• Strong interpersonal, verbal communication, organizational, and attention-to-detail skills.
• Presentation skills to achieve sales objectives in a professional environment.
• Strong analytical skills to review sales objectives and identify business opportunities in a competitive, fast-paced environment.
• Competence with web-based applications, banking software, and Microsoft Office Suite, and ability to adapt to technology for business activities.
• Proficiency in migrating customers to the Bank’s digital channels.
• Working knowledge of bank products and services and knowledge of opening new accounts, such as checking and savings accounts.
• Ability to successfully lead and guide staff.
• Ability to work flexible schedules in accordance with branch needs.

Nice To Haves

• Teller-related experience or at least 1 year of prior cash-handling experience.
• Leadership experience.
• Bilingual in English and Cantonese or Mandarin.

Responsibilities

• Use consultative selling and customer profiling to recommend suitable products and services, deepen customer relationships, and support customer retention.
• Partner with the Branch Manager to identify business development opportunities and contribute to branch growth.
• Solicit, process, and close new business and consumer loan applications.
• Support a positive sales environment by leading regular sales huddles, providing individual coaching and training, equipping team members with resources, and sharing best practices and sales information.
• Contact customers and prospects outbound to promote Bank products.
• Identify opportunities for deposits and customer acquisition, debit and credit cards, NEST referrals, Wealth and Trust services, lending products, and other strategic sales goals.
• Resolve complex customer inquiries and perform complex account and record maintenance.
• Meet assigned annual sales goals and support the department’s overall goals.
• Manage branch sales reports and call lists to maximize resources, and help prepare required operational and sales reports.
• Assist the Branch Manager with daily branch operations, including teller transaction balancing, cash drawer proofing, night deposit vault, ATM, and ITM tasks as needed.
• Help ensure branch staff follow Bank policies and procedures and meet audit expectations.
• Coach and cross-train staff to build a well-rounded team able to meet customer needs.
• Comply with banking regulations, agency guidelines, and organizational policies, and adhere to Bank Customer Standards.
• Provide notary services if licensed.

Benefits

• Professional growth opportunities.
• Employee perks and discount programs.
• Tuition assistance program.
• Incentive compensation program.
• Company holidays and paid time off.
• Personalized, interactive two-week training experience for retail staff.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED