Branch Engagement Banker (Platform Sales Lead Job Bronx area,New York USA,Sales

Position: Branch Engagement Banker (Platform Sales Lead)

Branch Engagement Banker (Platform Sales)

Ocean First Bank is seeking a new Branch Engagement Banker (Platform Sales) at our Riverdale, NY branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience.

At Ocean First Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making Ocean First a great place to work and do business.

Great benefits include: professional growth opportunities, employee perks & discount programs, tuition assistance program, incentive compensation program, company holidays and paid time off, use of the on-site fitness facilities at Red Bank and Toms River headquarter offices, and more! Apply today to #Become Ocean First and make an impact in the local community!

About Your Role

Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals and objectives. Responsible for partnering with the Branch Manager and facilitating the sales environment that will result in the achievement of assigned sales and product growth goals through relationship acquisition and expansion with existing and prospected customer relationships. Internally and externally focused on building awareness, increasing knowledge levels and team member engagement that will result in increased qualified activities to drive sales production.

Provide banking services ensuring the highest level of quality service is provided to current and prospective customers.

What You Will Do

Fosters a relationship banking environment by utilizing consultative selling and profiling techniques to recommend appropriate products and services to new and existing customers to meet their needs and deepen and preserve the banking relationship.

Assists the Branch Manager in contributing to the continuous growth of the branch by actively identifying new business development opportunities. Solicits new business and consumer loan applications, processes applications, and closes loans.

Build and maintain a positive and motivating sales environment:
Conducts sales huddles/meetings regularly, provides one-on-one coaching and training, assures that all team members have the necessary tools and resources, implements, and shares best practices, success stories and all key information discussed on weekly debrief calls.

Outbound calling to customers and prospects to promote Bank products. Identifies sales opportunities for deposit and customer acquisition, Debit Cards, Credit Cards, NEST referrals, Wealth and Trust services, and consumer and business lending products, as well as other strategic sales goals as directed by management.

Receives and responds to complex customer inquiries concerning Bank services and performs more complex account and record maintenance duties.

Meets and exceeds annually all assigned sales goals as directed by Retail Management and provides support to the department in overall achievement of the department's goals.

Manages branch sales reports to maximize resources and provide call lists.

Assists Branch Manager with preparation and completion of all required operational and sales reports.

Assists the Branch Manager in the oversight of daily branch operations to include, but not limited to teller transactions balance, prove cash drawer, night deposit vault, ATM, ITM as needed.

Ensure branch staff are operating within established Bank policy and procedures and meeting audit expectations.

Assists in coaching and cross-training staff members to build a well-rounded staff capable of meeting the needs of our customers.

Understands compliance with all regulations governing the banking industry, as well as agency guidelines and organization policies. Adheres to Bank Customer Standards

Provides notary services, if licensed.

What We Expect Of You

Excellent benefits-driven sales skill set; demonstrated ability to succeed in a sales environment.
Excellent customer service skills with the ability to research and resolve customer issues and serve as point of escalation.
Excellent…