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    On-Site Project Manager - Hibbing, United States - Braun Intertec

    Braun Intertec
    Braun Intertec Hibbing, United States

    2 weeks ago

    Default job background
    Description


    The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships utilizing a variety of business development strategies.


    Responsibilities:
    Conduct business development activities to achieve financial center sales and revenue goals
    Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients
    Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
    Participate in weekly coaching sessions with financial center leadership
    Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions
    Participate in workplace banking events
    Cross-sell all products and services to meet clients' needs and achieve strategic objectives and retention goals
    Refer to other lines of business in order to expand new and existing relationships
    Conduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility in the community and drive business to the financial center
    Cultivate partnerships across business lines to obtain and provide qualified referrals, and capitalize on secondary incentive plans
    Execute integrated sales, relationship, and credit strategies that are aligned with the financial center's business plan
    Take ownership of the client experience including onboarding and resolve service issues as appropriate through follow-up from self and other Bank resources following client transactions
    Schedule periodic meetings and check-points with clients to provide value-added services

    Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures
    Originate consumer and small business loans
    Open new accounts, including but not limited to checking, savings, CD's, IRA's, Business
    Process maintenance, operations and correspondence for new and existing accounts
    Provides timely follow up with clients as necessary to ensure completion of document packages

    Demonstrate knowledge and understanding of new account systems; maintaining technical expertise of current products
    Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank
    Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
    Obtain legal documentation and all required customer information in compliance with the Bank's New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act's Customer Identification Program


    Qualifications:
    Education Requirements
    High school diploma or equivalent education certificate (GED)

    Minimum Experience
    Minimum of 3 years sales experience
    Minimum of 1 year experience in Retail or Financial sales

    Licenses and Certifications

    This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z.

    Upon hire you will be subject to the required registration process, which includes a federal criminal background screening and credit check.

    Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment.

    Required pre-employment screenings are conducted separately from the NMLS registration process.

    Knowledge, Skills, & Abilities
    Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
    Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs
    Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships
    Ability to meet and exceed sales goals
    Ability to complete routine transactions with limited supervision
    Strong organizational, interpersonal, communication, and customer relation skills
    Attention to detail and mental concentration for accurately performing tasks
    Ability to balance multiple tasks simultaneously
    Ability to follow standard operating policies and procedures
    Computer proficiency with working knowledge of Microsoft Office Suite applications, required
    Ability to adapt to changing work environment
    Ability to work during branch hours of operation
    Effective time management
    Strong team player
    General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements


    Job Details:
    Regular

    In accordance with Colorado law:

    Colorado pay for this position is anticipated to be between $ $31.68 hourly, actual offers to be determined based on applicant's skills, experience and education.


    To all recruitment agencies:
    Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.
    #J-18808-Ljbffr


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