Senior Banker - Johnston-Willis Financial Center
$54,018–$66,040 year
On-siteRichmond, Virginia, United States
Job Summary
Serve as the first point of contact for financial center clients, uncovering personal banking needs for both individuals and small businesses while offering appropriate solutions and connecting clients to specialists. Deepen client relationships through platform services, support self-service or transactional activities, and proactively connect with clients via outbound calls and consistent follow-up routines. Partner with teams to provide consumer and small business solutions, educate clients on simple transactions, and leverage resources to optimize the client experience and deliver operational excellence. Adhere to established processes, laws, and guidelines while managing client interactions and abiding by regulatory requirements. This role requires working weekends and/or extended hours, including being scheduled at any financial center location within a reasonable distance.
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 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
- 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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