Relationship Banker Business Specialist
On-siteFarmington Hills, Michigan, United States
Job Summary
Acquire and expand share of wallet for consumer and business banking opportunities under $2MM in sales revenue through proactive lead generation and appointments conducted inside and outside the branch. Deliver differentiated client experiences from acquisition through onboarding by managing and growing business banking relationships, generating quality referrals to ecosystem partners, and leveraging tools to maximize business results. Solve client problems courteously with urgency while acting as an advocate across product, support, and operations departments to identify unique needs and drive customer loyalty. Manage risk through adherence to policies and procedures, ensuring efficient and accurate participation in branch daily operations. This role requires a university degree or comparable experience, with no visa sponsorship available.
Required Qualifications
- Notary Public license
- University / college degree
- Formal development program completion
- Job specific certification(s)
- Military service experience
- Subject to background checks as required by Consumer Financial Protection Bureau regulations
Desired Qualifications
- Accountability
- Banking
- Client Loyalty
- Customer Experience (CX)
- Customer Service
- Identifying Opportunities
- Leveraging Technology
- Proactive Sales
- Banking Products
- Business Acumen
- Customer Experience Management
- Digital Awareness
- Effective Communications
- Managing Multiple Priorities
- Matrix Management
- Prospecting
- Selling
- Understanding Customer Needs
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