Senior Banker - Capitol and Aborn
About The Position
The Senior Banker is the first point of contact for financial center clients. The role helps uncover personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. The role also involves proactive outbound client connections and consistent follow-up routines. The position works with teams to provide consumer and small business solutions, services, and strategies that help clients navigate their priorities. It educates clients on self-service technologies and uses available resources, technologies, and processes to support an accurate, operationally excellent client experience. The Senior Banker follows established processes and regulatory requirements for activities including account opening, account maintenance, and Digital Assisted Shopping.
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 a results focus, acting in the client's best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- Passion, commitment, and drive to deliver an experience that improves 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 and engage 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 to meet clients' needs.
- Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
- Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location due to state laws.
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location 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 in an environment with 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 personal banking needs and life priorities.
- Assist, educate, and train clients on conducting simple transactions through 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 when performing day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
- Manage client interactions by taking the best course of action for the bank and its clients while meeting 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, with potential monthly, quarterly, and/or annual incentive opportunities based on performance against defined metrics.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
