Senior Banker II - Holbrook Financial Center
$54,080–$67,600 year
On-site · Holbrook, New York, United States
Job Summary
Senior Banker II at Holbrook Financial Center drives client relationships by uncovering personal banking needs and offering appropriate solutions, connecting clients to specialists, and handling in-person or inbound transactions. Responsibilities include identifying client needs for banking products (checking, savings, credit cards, CDs, IRAs, loans), quoting terms, educating clients on self-service options, and ensuring compliance with relevant laws. The role emphasizes proactive follow-up, relationship-building, and delivering an exceptional client experience while leveraging resources to optimize operations and accuracy; candidates should be prepared for weekend/extended hours and to obtain a notary commission where required.
Required Qualifications
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Able to work weekends and/or extended hours
- Commissioned notary or able to obtain notary commission in the state within a few months of start date
- Able to open accounts, perform account maintenance, and comply with regulatory requirements
- Strong written and verbal communication skills
- Ability to learn and adapt to new information and technology platforms
- Comfortable engaging with clients in person and by phone
- Strong problem-solving and time-management skills
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