Branch Engagement Banker (Platform Sales Lead)

About the role

OceanFirst Bank is seeking a new Branch Engagement Banker (Platform Sales) at our Riverdale, NY branch. Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience.

Responsibilities

• Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals and objectives.
• Partner with the Branch Manager and facilitate the sales environment that will result in the achievement of assigned sales and product growth goals through relationship acquisition and expansion with existing and prospected customer relationships.
• Internally and externally focused on building awareness, increasing knowledge levels and team member engagement that will result in increased qualified activities to drive sales production.
• Provide banking services ensuring the highest level of quality service is provided to current and prospective customers.
• Foster a relationship banking environment by utilizing consultative selling and profiling techniques to recommend appropriate products and services to new and existing customers to meet their needs and deepen and preserve the banking relationship.
• Absolutely assist the Branch Manager in contributing to the continuous growth of the branch by actively identifying new business development opportunities.
• Solicit new business and consumer loan applications, process applications, and close loans.
• Build and maintain a positive and motivating sales environment: conduct sales huddles/meetings regularly, provide one-on-one coaching and training, assure that all team members have the necessary tools and resources, implement, and share best practices, success stories and all key information discussed on weekly debrief calls.
• Outbound calling 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 as directed by management.
• Receive and respond to complex customer inquiries concerning Bank services and perform more complex account and record maintenance duties.
• Maintain and exceed annually all assigned sales goals as directed by Retail Management and provide support to the department in overall achievement of the department's goals.
• Manage branch sales reports to maximize resources and provide call lists.
• Assist Branch Manager with preparation and completion of all required operational and sales reports.
• Assist the Branch Manager in the oversight of daily branch operations to include, but not limited to teller transactions balance, prove cash drawer, night deposit vault, ATM, ITM as needed.
• Ensure branch staff are operating within established Bank policy and procedures and meeting audit expectations.
• Coaches and cross-trains staff members to build a well-rounded staff capable of meeting the needs of our customers.
• Understand compliance with all regulations governing the banking industry, as well as agency guidelines and organization policies. Adhere to Bank Customer Standards.
• Provides notary services, if licensed.

Qualifications

High school diploma or equivalent. Bachelor’s degree preferred. Minimum of 1 year of relevant experience in a financial services environment. Must be able to pass a background check and drug test. Must be able to obtain a New York State Notary Public license.

Skills

• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Strong problem-solving and decision-making abilities.
• Proficiency in Microsoft Office Suite.
• Knowledge of banking products and services.

Benefits

Professional growth opportunities, employee perks & discount programs, tuition assistance program, incentive compensation program, company holidays and paid time off, use of the on-site fitness facilities at Red Bank and Toms River headquarter offices, and more!

Pay

Competitive salary based on experience.

Schedule

Full-time position with flexible hours to accommodate branch operations.