Premier Banker - Park Ave, Manhattan
- Full-Time
- New York, NY
- Flushing Saving Bank
- Posted 3 years ago – Accepting applications
Supervision Received:
Reports to the Branch Manager
Major Duties and Responsibilities:
- Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Individual targets will include an Investment/Insurance revenue goal as well as
expectations for Premier Checking growth. - Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest
customer service standards . - Utilize a consultative selling approach to understand customer needs and financial goals,
offer appropriate solutions and refer to business partners when necessary. Identify
clients with higher levels of investable assets and offer Premier checking as
the best in class banking package. - As a designated Premier banker, will manage a portfolio of clients with expectations of
retaining and deepening their relationship and establishing a vibrant referral
network. Leverage licenses and investment basic knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish
effective partnership with the Financial Consultant.- Proactively and professionally greet customers as they enter the branch and determine the best
way to manage their experience. Engage in outbound
calling and outreach activities to generate a consistent flow of qualified
referrals and building a robust pipeline of sales opportunities.- Encourage automated transaction handling to customers by “hip to hip” demonstration. If automation is not possible, accept and
process deposits, payments, checks for cashing and other transactions via
manual processing, according to established procedures and standards for
performance.
Handle servicing of customer accounts and resolve issues efficiently and effectively, with the
highest of customer service standards. The customer needs to be in the center
of everything we do in the branch.
May be the officer in charge when BM is not available, taking lead on all sales
initiatives and insuring an exceptional client branch experience.Adhere to compliance and operations risk controls in accordance with the company and
regulatory standards, policies and practices.
Be able to efficiently and effectively access operational policies and
procedures. Perform operational responsibilities as designated by management.- Establish proficiency of the Bank’s systems needed to effectively service customers with
the highest of service standards Employees may be required to participate in the opening of safe deposit boxes due to nonpayment of rent or for other reasons. The Bank does not control or monitor the contents
of the safe deposit box, and the Bank is not responsible for materials, photos,
or other items which may be found in such box.
Employees may find themselves presented with offensive, objectionable or
unlawful materials, photos or other items in connection with the opening of
safe deposit boxes. An employee who encounters any such item should consult
with a supervisor regarding appropriate handling.Other duties as assigned.
Requirements- Bachelor’s Degree in Business, Finance or related field, or comparable education and/or experience is required.
- 5+ years of experience in a financial institution or comparable experience in a selling environment.
- The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals and dreams.
- Highly driven to grow one’s own personal capabilities by actively participating in opportunities to expand knowledge, influencing, leadership and interpersonal skills.
- Strong interpersonal skills effective communication skills leading to strong client
service and sales skills. - A track record of working effectively in a team environment and building relationships with
colleagues.- Knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations.
- Ability to apply strong analytical skills in reviewing data received from business partners.
- Ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions.
- Effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff.
- Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Technology proficient for providing on line and mobile banking demonstrations and understands how social media plays in to today’s financial world.
- Travel to branches and departments within the five boroughs, Nassau and Suffolk counties,
as well as to local companies to deliver BAW on sites Securities & Health/Life licensing is preferred, but not required. - A high level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with colleagues and customers.
EOE M/F/Disabled/Veteran/Sexual Orientation/Gender Identity