Banking Center Sr Relationship Banker
Webster Bank · Levittown, NY · 2 mo ago
FinanceFull-time
About the Role
This role is responsible for the achievement of sales, service, and operational goals for the Banking Center, based on strategic guidelines. The individual assumes responsibility for the branch in the Banking Center Manager's absence and works with existing clients and prospects to deepen share of wallet and increase market share. They play a vital role in coaching staff to cross-sell products and services and assist with operational tasks to help the team achieve or exceed audits. The colleague will develop and maintain strong partnerships with various business segments through collaboration and communication, with the ability to supervise and coach others.
Responsibilities
- Assist the Banking Center Manager with achievement of banking center sales, customer service, P&L management, operations, and employee development.
- Assume responsibility for the banking center in the Manager’s absence, ensuring an exceptional client experience.
- Achieve or exceed individual sales, service, and operations targets.
- Respond to customers' needs by processing routine banking transactions accurately; prepare and compile client applications/information to open accounts.
- Build Centers of Influence (COIs) by networking and prospecting to propagate the Webster brand and create value.
- Use lead management tools and resources (e.g., Salesforce) to document activities.
- Support segmentation strategy with existing clients by implementing sales, retention, and other bank initiatives to support the Banking Center’s growth and profitability objectives.
- Assist with the completion of required audits and operational standards.
- Ensure compliance with Federal and State laws as well as bank policies and procedures; meet or exceed branch evaluation requirements.
- Provide mentorship and guidance to colleagues to adhere to sales and service processes by demonstrating leadership skills and modeling best practices.
Requirements
- Working knowledge of all products and services.
- Keeps current with all systems used for branch transaction processing.
- Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment.
- Ability to work a flexible and/or rotating schedule, including Saturdays, Sundays, and extended hours.
- Travel may be required to alternate Banking Centers.
Qualifications
- High School Diploma or General Education Degree (GED) required; college preferred.
- 3-4 years of customer sales/service experience with 1-2 years of supervisory experience.
- Demonstrated success in leading, coaching, and motivating teams.