Financial Center Relationship Representative

Financial Center Relationship Representative

Join to apply for the Financial Center Relationship Representative role at Spencer Savings Bank.

This range is provided by Spencer Savings Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: $43,941.00/yr - $55,911.00/yr.

The Financial Center Relationship Representative is responsible for building long-term profitable customer relationships via acquisition of new customer market share, expansion & retention of existing customer wallet share and the delivery of a consistent extraordinary customer experience.

• 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.
• Work collectively with the Financial Center Manager and/or Market Manager to develop and 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.
• Help maintain cost efficiency to achieve goals of the branch; assure quality of customer service and adherence to sales and brand standards.
• Supplement general platform sales and service responsibilities as required.
• Be fully proficient in branch operations and compliance.
• Learn and be 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.

• Education:
  
  High school diploma or GED.
• Experience:
  
  3–4 years in retail sales/service experience.
• Bank platform sales experience preferred.
• Supervisory experience preferred.

• Holidays.
• Vacation.
• Vision Service Plan.
• Short Term Disability.
• Long Term Disability.
• Life Insurance.
• Flexible Spending Accounts.
• 401k Savings Plan.
• Tuition Reimbursement.
• Employee Assistance Program.
• Free Employee Checking Account.