Senior Small Business Relationship Banker - University Parkway Branch
$49,397–$49,397 year
On-siteSarasota, Florida, United States
Job Summary
Meet customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products, services, and guidance. Focus on small business customers with revenues up to $5MM by acquiring new clients 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 goals. Own and resolve customer issues while adhering to all bank processes, laws, and regulations. Work Saturdays as needed and track time for hours in excess of 40 per week, eligible for overtime and commission incentives. Requires NMLS registration and two years of banking or sales experience.
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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