Senior Banker - Jermantown Financial Center
$54,018–$66,040 year
On-siteFairfax, Virginia, United States
Job Summary
Conduct financial center client interactions by serving as the first point of contact for uncovering personal banking needs of individual and small business clients. Deepen relationships through platform services, support self-service transactions, and proactively connect with clients via outbound calls and consistent follow-up routines. Partner with teams to deliver consumer and small business solutions while educating clients on technology and adhering to regulatory guidelines for account maintenance and Digital Assisted Shopping. Manage client interactions to ensure operational excellence and accuracy across all day-to-day activities.
Required Qualifications
- 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
- Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
- Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
- 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
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in 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
Desired 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
- Experience with financial information, spreadsheets and financial skills
- Knowledge of banking products and services
- Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience
- Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
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