The Financial Services Specialist(Universal Banker) supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products, and lending; as well as identifying and referring sales opportunities to the appropriate bank partner.
Responsibilities
Achieves individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
Engage with customers, prospects and referral sources through proactive outreach.
Represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiates conversation to uncover sales or referral opportunities.
The Financial Services Specialist (Universal Banker) supports sales and service delivery in the branch, building and expanding banking relationships through proactive customer outreach, handling deposit accounts, payment solutions, digital access products, and lending.
Responsibilities
Achieve individual and/or team financial, production and relationship results
Engage with customers, prospects and referral sources through proactive outreach
Represent the Bank in the community by attending and participating in civic and community events
Foster collaborative partnerships that deliver value for customers, prospects, and colleagues
Initiate conversation to uncover sales or referral opportunities
Supports sales and service delivery in the branch, builds and expands banking relationships through proactive customer outreach, and handles deposit accounts, payment solutions, digital access products, and lending.
Responsibilities
Achieves individual and/or team financial, production and relationship results
Engage with customers, prospects and referral sources through proactive outreach
Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues
Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk
Performs general office management duties
Requirements
Bachelor's Degree
High School Diploma or GED/Equivalent and 2 years' experience in Sales or customer service
Manage sales efforts and associates in a boutique business branch location, overseeing office operations while generating new business opportunities through outbound calling.
Responsibilities
Manage performance and personnel functions for a team
Achieve individual and/or team financial, production and relationship results
Engage with customers, prospects and referral sources through proactive outreach
Foster collaborative partnerships that deliver value for customers, prospects and colleagues
Comply with all regulations, bank policies, procedures and delegated authorities
Requirements
Bachelor's Degree
High School Diploma or GED/Equivalent
Nice to have: Business development
Nice to have: Networking and building centers of influence
Support sales and service delivery in the branch, building and expanding banking relationships through proactive customer outreach and customer service requests.
Responsibilities
Achieve individual and/or team financial, production and relationship results
Engage with customers, prospects and referral sources through proactive outreach
Represent the Bank in the community by attending and participating in civic and community events
Foster collaborative partnerships that deliver value for customers, prospects and colleagues
Initiate conversation to uncover sales or referral opportunities
Financial Services Specialist (Universal Banker)NewFirst Citizens Bank · Wilmington, US