Preferred Banker - Madison MS

About the role

As a Preferred Banker, you are responsible for managing an assigned portfolio of high-value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments, and credit management to build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan, and other banking products and services.

Responsibilities

• Proactively identify opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues, and partners.
• Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships.
• Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
• Maintain knowledge of all products, services, technology, and policies to provide the best service to customers.
• Demonstrate acumen in sales, customer service, relationship management, banking, investments, lending, communication, and presentation.
• Adhere to all operational, security, risk, and regulatory policies and procedures.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED and a minimum of 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales with an emphasis on investment or lending and sales experience.
• FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE – Securities Industry Essentials. If the candidate does not already have the required 5 licenses but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period will result in ineligibility to continue in the position.

Preferred Qualifications

• Bachelor’s Degree and 2 years or more in customer service and sales in banking, financial services, or goal-driven retail sales with an emphasis on investment or business lending and business sales experience.
• Ability to drive sales and manage a book of business.
• Ability to build, deepen, and retain relationships.
• Demonstrated acumen in banking, investments, lending, sales, customer service, and presentation skills.
• Excellent verbal and written communication skills.
• Comfort with technology such as mobile services and online banking services.
• Knowledge of deposit products.

Schedule

Exempt status: Yes (not eligible for overtime pay).

Workplace Type

This is an office-based role. Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in-office and work-from-home opportunities. Specific work arrangements will be provided by the hiring team.