Branch Engagement Banker (Platform Sales)

Braemar Hotels & Resorts • New York, NY

7d • $54,260 - $69,470 • 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, acquires and expands customer relationships, increases team engagement and qualified sales activity, and provides high-quality banking services to current and prospective customers. Newly hired retail staff participate in a two-week personalized, interactive training experience.

The position also supports daily branch operations, reporting, staff coaching, and compliance with bank policies and applicable regulations. The role involves contact with internal managers and departments, outside vendors, existing customers, and prospects. The stated salary range is $54,260 to $69,470 per year.

Requirements

• High school diploma or equivalent.
• At least 2 years of successful bank platform sales experience.
• Strong sales skills and demonstrated ability to succeed in a sales environment.
• Strong customer service skills, including researching and resolving customer issues and serving as an escalation point.
• Strong interpersonal, verbal communication, organizational, and presentation skills, with attention to detail.
• 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 helping customers migrate to the bank’s digital channels.
• Working knowledge of bank products and services and knowledge of opening accounts such as checking and savings accounts.
• Ability to lead and guide staff.
• Ability to work flexible schedules according to branch needs.
• Ability to remain stationary for extended periods, communicate with customers, travel throughout the company footprint if required, navigate the branch, operate a computer, phone, and essential equipment, handle money, and position oneself to transport coin bags and boxes.

Nice To Haves

• Teller-related experience or at least 1 year of prior cash-handling experience.
• Leadership experience.
• Bilingual ability in English and Cantonese or Mandarin is preferred.
• Notary license, if providing notary services.

Responsibilities

• Use consultative selling and customer profiling to recommend suitable products and services, deepen relationships, and retain customers.
• Assist the Branch Manager with branch growth and business development; solicit, process, and close new business and consumer loan applications.
• Build and maintain a motivating sales environment through regular sales huddles, one-on-one coaching and training, and sharing tools, resources, best practices, success stories, and key information.
• Make outbound calls to customers and prospects to promote bank products and identify sales opportunities involving deposits, customer acquisition, debit and credit cards, NEST referrals, Wealth and Trust services, and consumer and business lending.
• Respond to complex customer inquiries about bank services and perform complex account and record maintenance.
• Meet assigned annual sales goals and support achievement of department goals.
• Manage branch sales reports and use them to maximize resources and provide call lists.
• Assist the Branch Manager with required operational and sales reports.
• Assist with oversight of daily branch operations, including teller transaction balancing, proving cash drawers, and supporting the night deposit vault, ATM, and ITM as needed.
• Help ensure branch staff follow established bank policies and procedures and meet audit expectations.
• Coach and cross-train staff to develop a well-rounded team able to serve customers.
• Comply with banking regulations, agency guidelines, organizational policies, and 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
• Two-week personalized and interactive training experience for newly hired retail staff

What This Job Offers

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