Senior Banker - Meridian Road

About the role

This position serves as the first point of contact for financial center clients, focusing on uncovering personal banking needs for both individual and small business clients. The role involves offering appropriate solutions and connecting clients to specialists.

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Aids, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Requirements

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills, capable of communicating effectively and confidently and engaging all clients (in-person and by phone).
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Demonstrates effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Has a commissioned notary or can successfully obtain a notary commission in the state they work within a few months of starting the role (exact timeframe varies by location due to differing state laws).
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Qualifications

• Associate's Degree or Bachelor's Degree in business, finance or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.