Financial Center Relationship Representative
- Manage a book of business of existing customers to grow core deposits, loans and ancillary bank services profitably
- Develop and consistently execute a proactive customer contact strategy, which includes mailings, tele-consulting, emailing and texting, to ensure that he or she can anticipate and fulfill customer needs.
- Participate in local community and branch events that would add opportunities to acquire and/or expand customer market and/or wallet share
- Works collectively with the Financial Center Manager and/or Market Manager to develop and/or refer commercial client opportunities
- Exceed client expectations through active engagement, commitment and dedication to servicing and building customer relationships
- Advance the bank's corporate sales program through the consultative profiling of clients to develop new relationships and build upon existing ones and is responsible for managing and growing a book-of-business.
- Responsible for executing Spencer Savings Banks' customer service behaviors/standards with each client interaction
- Take personal ownership of any and all client service issues through resolution
- Direct clients and identify opportunities through lobby management. Assist clients with branch technology and provide referrals to other lines of business
- Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards
- Supplements general platform sales and service responsibilities as required
- Responsible for being fully proficient in branch operations and compliance
- Responsible for learning and being proficient on all bank systems & software relative to the job
- Assist Financial Center Manager and Assistant Financial Center Manager with branch operations as needed
- May perform other duties as assigned
- Excellent interpersonal skills, including listening, written and verbal communication
- Ability to work with a wide variety of personalities in a courteous and professional manner
- Solid math and analytical skills
- Ability to understand and follow safety and security practices
- Strong relationship building skills
- Proven ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities
- Strong customer service/advocacy skills
- Good organizational and time management skills
- Good PC skills; and the ability to quickly learn other computer programs, including Microsoft Office
- 3 - 4 years in retail sales/service experience
- Bank platform sales experience preferred
Recommended Jobs
RN 1:1 - Home Care
Job Description Job Description Come for the Flexibility, Stay for the Culture If you want to be appreciated, come to BAYADA: BAYADA Home Health Care is looking for a Registered Nurse (RN) who h…
Research Assistant - Clinical Trials
Job Description Job Description Research Assistant – Clinical Trials Location: Marlton, NJ Schedule: Full-time, On-site | Monday–Friday, 8:30 AM – 5:00 PM Overview: This entry-level…
Front Desk Medical Receptionist
Job Description Job Description ## Job Summary We are seeking a dedicated Medical Receptionist to join our Practice. The ideal candidate will be responsible for providing exceptional front desk…
Pain Management Billing Specialist
Job Description Job Description Busy pain management looking for an experienced biller/collector. Job responsibilities: Correcting pending claims Resubmitting rejecting claims Foll…
Store Manager
Iris Galerie offers the unique experience of revealing the beauty of our eyes through a unique macro photography process. As a couple, family or solo, our customers can discover their eyes as they…
Sr. CPM Scheduler
Job Description Job Description Salary: $125,000 - $150,100 DOE About the Role: We are currently seeking an experienced CPM Scheduler to join our growing Transportation & Infrastructure Div…
Tenant Collections Specialist/ Accounts Receivable
Description Position Overview: We are seeking a highly motivated and detail-oriented Tenant Collections Specialist to join our team. This role is essential in maintaining positive tenant relati…
Auto Body Collision Estimator
Job Description Job Description Are you highly motivated, customer-focused, and reliable? Are you looking for a collision repair company that values PEOPLE and PROCESSES while working alongside t…