Lead Relationship Banker - Pittsford Branch

ESL All CompaniesPittsford, NY
Onsite

About The Position

This position is accountable for helping customers recognize and obtain the most appropriate solutions at the right time for their financial needs to build long-term mutually beneficial relationships and support the achievement of business results. In addition, this position will also collaborate in continuing to make ESL a great place to work by providing visible leadership around the key building blocks to ESL's success.

Requirements

  • High School diploma or High School equivalency diploma required
  • Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL
  • Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper.

Nice To Haves

  • B.A. or B.S. plus 1 year of sales/service experience or 6 years’ sales/service experience in financial or comparable industry
  • 1 – 3 years progressively successful branch based Business Banking and Wealth line of business preferred
  • Broad understanding of the financial services industry preferred
  • Demonstrated mastery in the skill of outbound calling
  • Strong, communication, problem solving and decision making abilities
  • A high degree of flexibility to support branch needs
  • Proficient in building customer and peer relationships
  • Proficient in PC applications
  • Notary preferred; if not obtain within 12 months of filling role

Responsibilities

  • Help customers recognize and find the right solutions at the right time to their financial needs which will build long-term mutually beneficial relationships and support the achievement of business results.
  • Creating a positive member experience
  • Educating and referring a variety of products and services to members
  • Net Promoter Score target
  • Employee Satisfaction target
  • Satisfactory audits
  • Sales measures as outlined in the sales performance reports supporting our three LOB’s; Personal, Business and Wealth.
  • Engage in supporting the key building blocks to ESL’s success including:
  • Embracing the philosophy that “my success as an individual is not placed ahead of the success of the team or the customer”
  • Modeling ESL’s core values
  • Engaging in continuous self-development
  • Engage in Peer coaching
  • Proactively engage in mining book of business to grow customer relationships
  • Supporting the VolunCare Program
  • Supporting a culture of recognition within my unit and across ESL in a tangible manner that, among other actions, includes the active use of established recognition tools

Benefits

  • wellness program
  • family assistance plan
  • 401k with match
  • paid volunteer time
  • Learning & Development training
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