Branch Banking Client Platform Specialist

Job Responsibilities

• Deposit Hunting & New Business Development: Identify, research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs and present tailored deposit solutions. Close new deposit relationships and transition them into long-term clients. Maintain a structured pipeline with consistent movement toward conversion. Expand relationships with existing clients to increase deposit balances and product penetration.
• Sales Execution & Revenue Support: Partner with internal sales teams to support broader revenue initiatives. Participate in coordinated sales campaigns and cross-sell opportunities. Contribute to territory-level business development strategies.
• Client Service & Compliance: Deliver high-quality client service throughout onboarding and ongoing relationship management. Ensure all activities meet regulatory, compliance, and operational standards. Maintain accurate documentation, reporting, and adherence to internal controls.

Job Requirements

• Required Qualifications: Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. Minimum experience required: 6+ Years customer service and sales experience (including Financial Services Industry). Ability to train and mentor others, including products and platform procedures. Experience in participating in sales campaigns/promotions. Experience with using and demonstrating digital products and self-service technologies.