Banking Specialist III

About the role

The Banking Specialist III serves as the primary new account and loan representative for the branch, demonstrating strong client conversational skills using the Bank’s defined conversation strategy. This role involves engaging in conversational discovery with clients, aligning their needs with appropriate solutions, and ensuring client value recognition and commitment in a repeatable manner to support goal attainment. As needed, the Banking Specialist III may also process paying and receiving transactions for client requests.

Responsibilities

• Conduct client conversations using the Bank’s defined strategy to identify needs and recommend solutions.
• Align client needs with appropriate banking products and services to drive sales and cross-selling opportunities.
• Process paying and receiving transactions for client requests as required.
• Exercise sound judgment and decision-making to balance risk management with client experience.
• Maintain a comprehensive understanding of bank products, forms, and operating policies.
• Leverage technical sales skills to capitalize on additional selling and cross-selling opportunities.

Requirements

• High school diploma or equivalent; some college preferred.
• Minimum of two (2) years of experience in related banking positions with specialized banking and sales training.
• One (1) year of experience in a related banking position may be considered with the completion of a post-secondary 4-year degree.
• Three (3) years of demonstrated success in outside sales may be considered in lieu of banking experience.

Skills

• Proficient reading, verbal, and written communication skills.
• Strong mathematical and computer skills.
• Excellent interpersonal relations and attention to detail.
• Highly organized with the ability to make practical, common-sense decisions.
• Solid working knowledge of bank products and services.
• Comprehensive understanding of bank forms, documents, and policies related to new accounts.
• Technical sales skills to maximize cross-selling opportunities.