Senior Banker II - Inman Square Financial Center

Job Description This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include balancing working service requests and other transactional activities such as in‑person or inbound call delivery. Job expectations include proactively connecting with clients, conducting consistent follow‑up routines, and handling complex and diverse client engagements. Responsibilities Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Introduces and fulfills banking products (examples: checking and savings accounts, credit cards, CDs, IRAs, loans) Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, and Small Business) Quotes rates, terms and programs for banking solutions Manages risk in every business, product and service transaction leveraging available tools Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self‑service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day‑to‑day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in‑person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem‑solving skills to meet clients’ needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications Associate’s Degree or Bachelor’s Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Legal Statement It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift 1st shift (United States of America) Hours Per Week 40 Pay and Benefits Pay range: $25.00 - $31.93 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Dormont Manufacturing Co