Premier Banker - Chinatown - Bilingual Chinese

Overview

Bilingual Chinese/English Speaker Preferred.

Hiring Range: $50,000 - $70,000

Job Title:
Premier Banker

Job Classification:
Sales

Department:
Retail Banking

Status:
Salaried/Non-exempt

Reports To:
Branch Manager

Bilingual Chinese/English Speaker Preferred.

Hiring Range: $50,000 - $70,000

Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.

We can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.

The Premier Banker is expected to deliver a superior branch experience by welcoming customers to the branch and making their banking needs your top priority. The Premier Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services.

The Premier Banker will ensure the customer’s financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs. This position is part of a team of professional individuals with a shared focus on delivering a world class customer service experience. The Premier Banker will be responsible for acquisition and portfolio management of a ‘Premier’ client base.

May be asked to perform duties as the officer in charge when Branch Manager is not present.

Reports to the Branch Manager

• Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Individual targets will include an Investment/Insurance revenue goal as well as expectations for Premier Checking growth.
• Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
• Utilize a consultative selling approach to understand customer needs and financial goals, offer appropriate solutions and refer to business partners when necessary. Identify clients with higher levels of investable assets and offer Premier checking as the best in class banking package.
• As a designated Premier banker, will manage a portfolio of clients with expectations of retaining and deepening their relationship and establishing a vibrant referral network.
• Leverage licenses and investment basic knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
• Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
• Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
• Encourage automated transaction handling to customers by “hip to hip” demonstration. If automation is not possible, accept and process deposits, payments, checks for cashing and other transactions via manual processing, according to established procedures and standards for performance.
• Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. The customer needs to be in the center of everything we do in the branch.
• May be the officer in charge when BM is not available, taking lead on all sales initiatives and insuring an exceptional client branch experience.
• Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently…