Senior Small Business Relationship Banker - Carrollwood Branch
$51,997–$51,997 year
On-siteTampa, Florida, United States
Job Summary
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products, services, and guidance to achieve their goals. Focus on small business customers with revenues up to $5MM by acquiring new customers and deepening existing relationships through checking acquisition, credit cards, merchant services, and lending. Conduct outbound phone calls using generated lead lists to expand relationships and refer customers to internal experts for complex needs. Own and resolve customer issues while providing consistent service, including greeting customers and processing transactions. Serve as a subject matter expert to support team development and ensure sound banking practices. This role requires overtime eligibility, NMLS registration, and the ability to work Saturdays.
Required Qualifications
- High School Diploma or GED
- Two (2) years of banking, sales, and/or customer service experience
- Ability to handle cash and process cash transactions
- Ability to communicate in person, on the phone, and through electronic channels
- Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
- Ability to work Saturdays as needed
- Ability to walk and stand for extended periods of time
- Ability to lift up to twenty (20) pounds
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)
Desired Qualifications
- Bachelor's degree
- Retail or sales experience
- Ability to adhere to policies, procedures, and guidelines
- Ability to assist customers with digital banking offerings
- Ability to handle multiple priorities simultaneously
- Excellent relationship-building skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
- Strong business acumen to assess the needs of small business clients
- Strong verbal, written communication, and organizational skills
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