Financial Center Relationship Banker

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
as

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… For full
info follow application link.

Independent Financial is proud to be an equal opportunity workplace and is an