Branch Engagement Banker (Platform Sales)

Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience. At OceanFirst Bank, each employee plays an important role in delivering value to customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.

About the Role

Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals and objectives. Partner with the Branch Manager to facilitate a sales environment that achieves assigned sales and product growth goals through relationship acquisition and expansion with existing and prospective customers. Build awareness, increase knowledge levels, and drive team member engagement to boost sales production. Provide banking services ensuring the highest level of quality service to current and prospective customers.

Responsibilities

• Foster a relationship banking environment using consultative selling and profiling techniques to recommend appropriate products and services to new and existing customers, deepening and preserving banking relationships.
• Assist the Branch Manager in identifying new business development opportunities to contribute to continuous branch growth.
• Solicit new business and consumer loan applications, process applications, and close loans.
• Build and maintain a positive and motivating sales environment by conducting regular sales huddles/meetings, providing one-on-one coaching and training, and ensuring team members have necessary tools and resources.
• Implement and share best practices, success stories, and key information from weekly debrief calls.
• Make outbound calls to customers and prospects to promote Bank products.
• Identify sales opportunities for deposit and customer acquisition, Debit Cards, Credit Cards, NEST referrals, Wealth and Trust services, and consumer and business lending products, as well as other strategic sales goals.
• Receive and respond to complex customer inquiries concerning Bank services and perform complex account and record maintenance duties.
• Meet and exceed all assigned annual sales goals as directed by Retail Management and support the department in achieving overall goals.
• Manage branch sales reports to maximize resources and provide call lists.
• Assist the Branch Manager with preparation and completion of all required operational and sales reports.
• Oversee daily branch operations, including teller transactions, cash drawer balancing, night deposit vault, ATM, and ITM as needed.
• Ensure branch staff operate within established Bank policy and procedures and meet audit expectations.
• Assist in coaching and cross-training staff to build a well-rounded team capable of meeting customer needs.
• Understand compliance with all regulations governing the banking industry, agency guidelines, and organization policies; adhere to Bank Customer Standards.
• Provide notary services, if licensed.

Benefits

• Professional growth opportunities
• Employee perks & discount programs
• Tuition assistance program
• Incentive compensation program
• Company holidays and paid time off
• Use of on-site fitness facilities at Red Bank and Toms River headquarters