Retail Banking Officer - John Rowan

About the role

This position is 100% in office at the John Rowan Banking Center. The Retail Banking Officer provides leadership to the banking center for daily sales, service and operations, promoting a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. This role leads the consistent delivery of excellent customer service, including relationship building efforts for existing and prospective consumer and business customers.

Responsibilities

• Provides leadership to the banking center for daily sales, service and operations
• Assists with coaching, training and developing the staff
• Personally models the standards of the Bank's Mission, Vision, and Pledge
• Effectively assesses the financial needs of Banking Center clients and makes appropriate recommendations to fulfill client needs
• Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability
• Promotes the sales culture within the banking center through sales-related activities and demonstrates ability to promote the Bank's products and services to reach individual and team sales goals
• Communicates and partners effectively with branch staff and peers to promote team environment and informally coaches others for positive results
• Educates bank team on uncovering opportunities to help advance financial wellness of customers
• Sets priorities and follows through on implementation of defined sales and service activities
• Actively participates in various community activities (Boards, Executive Committees, Advisory roles, etc.)
• Provides input into evaluating performance, coaching and training employees; may assist with interviewing
• Supports proper functioning of all day-to-day operations including customer service, open and close procedures, support of daily vault duties, control of cash levels, adequate supply of inventory, audit and compliance requirements
• Actively participates in regular sales and staff meetings; leads meetings as assigned
• Provides service to customers and prospective customers on various banking matters including explanation of products and professional resolution of problems/issues
• Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate
• Demonstrates sound judgment and decision making by following established guidelines and procedures while utilizing appropriate resources for assistance when needed
• Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures
• Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location
• Contributes in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center
• Fosters partnerships with banking center staff as well as employees from other lines of business
• Assists with evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems
• Assists with pro-active recruiting, interviewing, hiring, coaching and training employees
• May involve planning, assigning and directing work
• Ability to successfully promote, generate and deepen all financial relationships through outbound calling, internal business development and building a loyal customer base

Requirements

• High school diploma required
• Banking, cash handling, sales, and customer service experience required
• Supervisory or leadership skills required
• Nationwide Mortgage Licensing System (NMLS) registration required within thirty days of hire
• Must be available to work all hours of operations
• Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing
• Must have strong product knowledge for the level of selling and cross selling performance expected
• Must have excellent organizational skills and the ability to multi-task and be flexible
• Proficient in Microsoft Outlook 365
• Proficient computer skills required and ability to learn various Banking Software programs
• Sound mathematical and analytical skills preferred
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Qualifications

• Strong consumer lending skills preferred with a solid understanding of consumer lending products
• Must have working knowledge of all roles within a retail Banking Center

This response is AI-generated, for reference only.