Senior Banker II - Five Points Financial Center

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
• Responds to customer inquiries and concerns, creating customized solutions.
• Introduces and fulfills banking products (checking & savings accounts, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refers to partners (Merrill, Lending, Small Business).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction leveraging available tools.
• Leverages expertise to interact with clients with increased complexity of financial needs.
• Partners with teams to provide personal and small business solutions, services, and strategies.
• Assists, educates, and trains clients on simple transactions via self‑service technologies.
• Leverages resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines when opening accounts, maintaining accounts, and performing digital assisted shopping.
• Manages client interactions taking the best course of action for the bank and its clients, abiding by regulatory requirements.

• Minimum one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Enthusiastic, highly motivated self‑starter with strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to build and nurture strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; comfortable engaging all clients (in‑person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem‑solving skills to meet clients' needs.
• Demonstrates effective time management skills, ability to organize, prioritize and perform multiple tasks simultaneously.
• Commissioned notary or can obtain a notary commission in the state of employment within a few months of start date.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

• Associate's Degree or Bachelor's Degree in business, finance or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.

• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience
• Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)
Hours per week: 40

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