Banking Specialist IV

About the role

The Banking Specialist IV serves as a primary new account and loan representative for the financial center, demonstrating strong proficiency in assisting associates to achieve sales objectives and personal/professional career growth. This key branch supervisory position supports the development of associate knowledge of all Bank products and services.

Responsibilities

• Demonstrate strong client conversation skills using the Bank’s defined conversation strategy.
• Assess sales and service associates’ effectiveness in initiating conversational discovery, aligning client needs with appropriate solutions, and ensuring client value recognition and commitment.
• Support goal attainment through repeatable sales and service processes.
• Exercise good judgment and decision-making to balance risk management with client experience.
• Coach, mentor, and motivate staff to create a positive work environment where associates aspire to perform at their best.
• Handle high workloads, competing demands, interruptions, and distractions with poise.

Requirements

• High school diploma or equivalent (four-year degree preferred).
• Minimum of three years of relative banking or progressive financial industry experience, with an emphasis on consumer lending.
• Four years of demonstrated success in outside sales may substitute for banking experience.
• Previous supervisory experience preferred.
• Valid driver’s license.

Skills

• Strong reading, verbal, and written communication skills.
• Proficient in mathematical, visual, and auditory skills.
• Excellent interpersonal relations and management abilities.
• Proficient in lending, credit analysis, and branch operating systems.
• Proven track record in effective and productive sales calling for business development.
• Sound working knowledge of Bank operating policies and procedures.