Business Banking Specialist

City National Bank & Trust • Oklahoma City, OK

2d • Hybrid

About The Position

This is a full-time position to assist in growing and developing the bank’s business account relationships. The role involves building and maintaining business customer relationships by ensuring customers are utilizing bank products and services to best fulfill their business needs. The ideal candidate must have strong initiative and work ethic, great communication skills, a team player mentality, and exceptional customer service skills. The position requires meeting and exceeding sales goal requirements through proactive prospecting and customer follow-up.

Requirements

• Proficient knowledge of Microsoft Office applications
• Excellent communication (oral, written, phone) and negotiating skills
• Ability to maintain interpersonal relationships
• Ability to work and contribute in a team environment
• Professionalism
• Organizational skills
• Valid Driver’s License
• High School Diploma or equivalent
• No less than 2 years sales experience required

Nice To Haves

• college degree preferred
• Previous business banking experience preferred

Responsibilities

• Support and advocate the bank’s business customers, provide exceptional customer service and resolve customer issues promptly and effectively
• Regular follow up with business customers to ensure satisfaction of services, and assess any new needs through follow-up and cross-selling opportunities
• Make proactive calls and visits to prospective and current bank customers
• Meet monthly sales/contact goal requirements
• Maintain working knowledge of products and services, to include loan and non-loan products
• Ensure compliance with bank policies and regulations
• Interact with Loan Officers, Branch Management, and support staff for collaborative business sales efforts

What This Job Offers

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