Senior Small Business Relationship Banker - Deerfield Beach Branch
$54,597–$54,597 year
On-siteDeerfield Beach, 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, 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 financial needs. Provide an optimal customer experience by greeting clients, processing transactions, and resolving issues while adhering to all bank processes and regulations. Own and manage a portfolio of small business customers in partnership with the Branch Manager, tracking time for hours in excess of 40 per week with overtime eligibility.
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
- 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
- Excellent relationship-building skills
- Retail or sales experience
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