Senior Relationship Banker - Sarasota Downtown
On-siteSarasota, Florida, United States
Job Summary
Conduct advanced client service and relationship management by executing routine maintenance, resolving problems, and offering consultative financial solutions for deposit, credit, and lending products. Develop and expand new and existing client relationships while meeting individual and branch sales targets through prospecting and referral to internal specialists. Perform required teller transactions and lead branch sales initiatives as an expert resource, ensuring compliance with internal controls and risk management policies. Engage clients with professional, courteous conversation to uncover needs and advance product knowledge through regular training and web-based learning.
Required Qualifications
- English (Required)
- High school diploma or equivalent education
- 4 years of client sales and service experience
- Experience with sourcing and prospecting for new clients and client relationship building
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
- Demonstrated proficiency in basic computer applications, such as Microsoft Office
- Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
- Ability to multi-task under time constraints
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Desired Qualifications
- Associate's degree or higher
- Demonstrated ability to handle multiple priorities under time constraints
- Excellent verbal and written communication skills
- Ability to respond in a professional manner with a high level of service quality
- Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
- Demonstrated ability in meeting or exceeding sales goals
- General understanding of bank operations, policies and procedures
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