About This Role
This role is for a Preferred Banker who will manage a portfolio of high-value customers across multiple bank branches. Success in this position relies on proficiency in deposit products, consumer and home lending, investments, and credit management, enabling the banker to build relationships by identifying financial goals and recommending suitable banking products and services.
Responsibilities
- Proactively identify opportunities to grow customer relationships through an assigned portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up programs, and sourcing referrals from customers, bank colleagues, and partners
- Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships
- Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
- Maintain knowledge of all products, services, technology, and policies to provide the best service to customers
- Demonstrate acumen in sales, customer service, relationship management, banking, investments, lending, communication, and presentation
- Adhere to all operational, security, risk, and regulatory policies and procedures
- Perform other duties as assigned
Requirements
- High School Diploma or GED and a minimum of 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales with an emphasis on investment or lending
- FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE – Securities Industry Essentials
- If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date
- Failure to acquire required licensure within the designated time period will result in ineligibility to continue in the position
- Applicants must be currently authorized to work in the United States on a full-time basis
Nice to have:
- Bachelor's Degree and 2 or more years in customer service and sales in banking, financial services, or goal-driven retail sales with an emphasis on investment or business lending and business sales experience
- Ability to drive sales and manage a book of business
- Ability to build, deepen, and retain relationships
- Demonstrates acumen in banking, investments, lending, sales, customer service, and presentation skills
- Excellent verbal and written communication skills
- Comfort with technology such as mobile services and online banking services
- Knowledge of deposit products
