Business Specialist - Queens, United States - Flushing Bank

Flushing Bank

Verified Company

Queens, United States

2 days ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Title:
Business Specialist

Job Classification:
Sales

Department:
Retail Banking

Status:
Salaried/Non-exempt

Reports To:
Branch Manager

Hiring Range:
$62,000 - $85,000

Serving Others is Our Passion:

As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.

WE can offer YOU:

Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.

General Statement of Duties:

Proactively source, acquire, retain, and deepen business customer relationships by maximizing sales and lending opportunities.
Recommend appropriate solutions which may include a referral to the branch's designated Business Development Officer (BDO).
Utilize a consultative selling approach to understand client business and personal needs and financial goals; identify credit opportunities and offer appropriate solutions; refer to Investment partners when appropriate. Identify clients with higher levels of personal investable assets and offer Premier checking as the "best in class" banking package.
Ensure a positive customer experience for all sales and service interactions.
Participate in sales meetings, sharing best practices, and offering feedback to management on enhancing individual performance as well as supporting team performance. Actively participate in sales and service sprint campaigns utilizing all available resources provided by Marketing, Business Development, Retail Administration, etc.
Maintain a business pipeline and participate in scheduled production reviews with managers and peers.
Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required.
Perform operational responsibilities as required by the branch manager.

Supervision Received:
Report directly to the Branch Manager

Supervision Exercised:
N/A

Major Duties and Responsibilities:

Provide consistent and optimal customer service to all business customers by recognizing and greeting customers in a friendly and professional manner.
Communicate clearly and thoroughly on the resolution of issues and identifying crosssell opportunities of additional products and/or services. Where appropriate, the Business Specialist must respond promptly to business customer needs by unassisted fulfillment or a referral. The Business Specialist owns the customer need or issue until fulfilled and/or resolved. This requires persistent and regular dialogue with business partners until all referrals are completely followed up on.
As a designated Premier banker, manage a portfolio of business clients who qualify for a Premier Banking package, with expectations of cross selling, retaining and deepening their consumer relationship and establishing a robust referral network.
If licensed, leverage licenses and basic investment knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
Develop a Center of Influence (COI) network by engaging in business networking and community activities. Actively represent Flushing Bank in the local business community; generate business leads; and close business opportunities. Maintain frequent interaction with COIs, community leaders and senior business contacts.
Effectively leverage, coordinate and organize targeted marketing campaigns, events, and new product launches to drive sales activities and fulfill customer needs in the local business community.
Support and preserve the operational integrity of the branch and bank by adhering to all policies and procedures of Flushing Bank, including account opening and credit protocols. Conduct sound operational practices and bring questionable conditions or issues of potential loss to the attention of management in a timely manner. Where necessary, the Business Specialist performs branch opening, closing and operational duties under the leadership of branch management.

Non-Essential Responsibilities:

Perform other related functions as required by manager.

Significant Contacts/Interactions:

Internal:
Business Development Office, Branch Managers and Branch Teams, and Business Banking Professionals.

External:

Customers and Business Prospects, Centers of Influence (COI's), Community Leaders, and Business Contacts, and Approved and authorized vendors and business partners.

Minimum Qualifications: