Workplace Banking Representative, Cleveland

Dollar Bank•Cleveland, OH

4d•Onsite

About The Position

The Group Banking Representative will partner with current and prospective businesses with the goal of generating opportunities to promote the Bank’s products and services in the workplace and obtain new customer relationships. You will be responsible for conducting business calls and presenting to local businesses, educational institutions, and community organizations.

Requirements

Two (2) years of outside sales experience.
High school diploma/GED.
A valid driver’s license and access to a reliable vehicle.
Ability to learn the products and services offered by the Bank.
Working knowledge of Microsoft Word and Excel.
Demonstrated ability to manage and perform multiple tasks while delivering professional results.
Excellent written and verbal communication skills and ability to conduct formal in-person and virtual presentations.
Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results.

Nice To Haves

College degree preferred.

Responsibilities

Personally provide quality customer service to all internal and external customers.
Work jointly with assigned branches to develop and maintain business relationships through a designed calling program to increase Group Banking participation with our retail branches.
Generate new customer relationships by conducting onsite visits with local businesses, educational institutions, and community organizations.
Participate in community and civic functions, either in an advisory or active capacity, with an emphasis on maintaining and developing business relationships.
Conduct in-person and virtual presentations to groups of prospective customers outlining the features and benefits of the Bank’s products and services.
Submit weekly reports identifying the businesses visited, purpose of the call, customer service opportunities, upcoming events, and new customer relationships generated.
Participate on special committees as assigned by the Vice President of Retail Banking.
Serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program.
Comply with regulatory laws and company procedures.