Lead Universal Banker- Broadway

About the role

As a Lead Universal Banker at Broadway, you will be responsible for expanding the bank’s customer base through cross-selling and up-selling financial products and services. This role requires excellent interpersonal skills, strong organizational abilities, and the ability to meet sales targets.

Responsibilities

• Develop and maintain relationships with existing customers to increase their usage of bank products and services.
• Identify customer needs and recommend appropriate financial solutions.
• Manage customer accounts, including account maintenance, billing, and problem resolution.
• Conduct product training sessions for other team members.
• Participate in team meetings to discuss sales strategies and progress.

Requirements

• Bachelor’s degree in Business Administration, Finance, or related field.
• Minimum 3 years of banking or financial services experience.
• Proven track record of successful sales performance.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.

Qualifications

• Strong understanding of banking products and services.
• Proficiency in Microsoft Office Suite.
• Knowledge of CRM systems.

Skills

• Customer service orientation.
• Problem-solving and decision-making skills.
• Adaptability and flexibility.

Benefits

• Comprehensive health insurance coverage.
• Flexible work schedule.
• Professional development opportunities.
• Employee discounts on bank products and services.

Pay

• $50,000 - $60,000 annually.

Schedule

• Full-time position.
• Monday through Friday, 9:00 AM - 5:00 PM.