Develop and cultivate long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners, educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
Requirements
- Develop and grow client and prospective client relationships
- Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client’s financial objectives.
- Cross sells products and services and refers to business product partners to ensure client needs are met.
- Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
- Achieve Sales and Service Targets
- Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
- Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
- Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team’s skills and performance.
- Operations Oversight
- Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
- Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
- Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
- Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Benefits
- Competitive compensation
- Medical, dental, and vision insurance
- 401K
- Continuing education opportunities
- Employee assistance program
- Impact Network Groups
- Employee relocation (job post does not specify sponsorship)
