Senior Banker - Westchester Market
About The Position
The Senior Banker serves as a first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and delivers exceptional client care. It also involves proactively reaching out to clients through outbound calls and maintaining consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies; educates clients on self-service technologies; and uses available resources and processes to deliver an accurate, effective client experience. The Senior Banker follows applicable procedures, laws, guidelines, and regulatory requirements while handling activities such as account opening and maintenance. The role is based at financial centers in the Westchester market and requires weekend and/or extended-hours availability, including possible scheduling at a nearby financial center.
Requirements
- At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and acting in the client's best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- Passion, commitment, and drive to improve clients' financial lives.
- Confidence identifying solutions for new and existing clients based on their needs.
- Strong written and verbal communication skills; ability to communicate effectively and confidently with clients in person and by phone.
- Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
- Strong critical-thinking and problem-solving skills.
- Effective time-management, organization, prioritization, and multitasking skills.
- Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of starting, with the exact timeframe varying by location and state law.
- Must be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
- High school diploma, GED, secondary school, or equivalent.
Nice To Haves
- Associate's or bachelor's degree in business, finance, or a related field.
- Experience working in a financial center where goals were met or exceeded.
- Retail and/or sales experience in a salary-plus-incentive environment.
- Experience working toward individual and/or team goals that were routinely met or exceeded.
- Experience with financial information, spreadsheets, and financial skills.
- Knowledge of banking products and services.
- Strong computer skills, including Microsoft applications, and prior experience using laptop technology.
Responsibilities
- Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies based on their banking needs and life priorities.
- Assist, educate, and train clients on conducting simple transactions using self-service technologies.
- Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
- Follow established processes, laws, and guidelines for day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
- Manage client interactions by taking the best course of action for the bank and its clients while complying with regulatory requirements.
- Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Eligibility to participate in a formulaic incentive plan based on performance against defined metrics
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
