Relationship Banker, Long Island Central, NY Area
$52,000–$55,682 year
On-siteCommack, New York, United States or Woodbury, Minnesota, United States
Job Summary
Engage clients in the lobby to educate them on self-service resources like mobile and online banking while accurately processing cash transactions. Build relationships with clients to meet their financial needs by gaining in-depth knowledge of their priorities and connecting them to appropriate solutions. Execute the bank's risk culture, follow established processes and guidelines in daily activities, and manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience and grow business knowledge by partnering with experts in small business, lending, and investments. Work weekends and/or extended hours as needed.
Required Qualifications
- Is an 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
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
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