Senior Banker II

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 & savings accounts, credit cards, CDs, IRAs, loans) Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & 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 Requirements 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. Core Competencies Demonstrates expertise in building client relationships and providing tailored financial solutions, while adhering to regulatory requirements and optimizing the client experience through effective communication and problem-solving skills. Highest-signal resume keywords Sales Experience Client Relationship Management Financial Product Knowledge Regulatory Compliance Critical Thinking ATS Optimization Keywords Hard Skills Banking Products Account Opening Account Maintenance Digital Assisted Shopping Financial Solutions Soft Skills Effective Communication Time Management Problem-Solving Collaboration Adaptability Certifications & Qualifications Notary Commission Industry Keywords Client-Centric Relationship-Oriented Operational Excellence Financial Center Consumer Banking Tools & Technologies Self-Service Technologies Technology Platforms #J-18808-Ljbffr