Senior Relationship Banker
On-siteSt. Louis, Missouri, United States
St. Louis, Missouri, United StatesOn-siteFull TimeSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Build and retain client relationships by assessing financial needs, offering product solutions, and executing outbound calling and business visits. Share the bank's full scope of resources, including traditional services and digital capabilities, while facilitating consumer loan requests and managing account openings. Ensure compliance with BSA and CIP requirements, process transactions accurately, and refer customers to partner teams for mortgage and financial advisors. Serve as a Subject Matter Expert and coach staff on sales and referral strategies to meet individual revenue goals.
Required Qualifications
- HS Diploma/GED
- Two years customer-facing and goal-oriented experience
- Registration with the National Mortgage Licensing System and Registry (NMLS) or an NMLS license after employment
- Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
- Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
- Met or exceeded individual goals for the most recent 3 of 4 quarters
- Regularly conduct team kickoff and meetings with guidance of branch leadership
- Assume the role of SME (Subject Matter Expert) in branch as related to all product and services offerings
- Work jointly with branch leadership in guiding and reinforcing training with all junior associates
- Under the direction of Financial Center Manager, coach transactional associates toward conversation starters and improved referrals
- Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
- Ability to provide support and guidance at other banking institutions within the market
Desired Qualifications
- MS Office programs
- Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
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