• Relationship Banker

    Job Locations US-NY-Bellmore
    Job ID 2018-1150
    Type
    Regular Full-Time
    Category
    Retail Banking (All Retail Positions)
  • Summary

    Plan and manage the overall sales objectives through interaction with customers, prospects, and other internal/external leads. Responsible for cross-selling and servicing all bank products and services; ensure customer needs are achieved by conducting a thorough financial assessment and recommending appropriate product/services.

    Responsibilities

    • Devise and manage sales plan delineating optimal methods for achieving sales through interaction with clients, prospects, internal partners, COI’s and other external contacts and through engaging in events and other marketing activities.
    • Leverage Connections and other lead generation techniques (e.g., referrals, community outreach) to identify new-to-bank prospects and cross-selling opportunities with current clients.
    • Conduct profiling discussions with prospects to understand background and identify needs; discuss potential solutions that are a good fit in a way that clients can understand.
    • Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.
    • Take ownership over the client experience; understand and resolve service issues personally or by working with key partners in the branch and internal network.
    • Ensure appropriate follow-up from self and other DIME resources following client transactions.
    • Schedule periodic meetings and check-points with clients to provide value-added services.
    • Appropriately document client information and interaction in designated systems and forms.
    • Meet regularly with Branch Manager to discuss sales plan, goals, and strategies for acquiring and growing clients, and service issues; solicit feedback and coaching to optimize performance.
    • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying clients’ needs, and providing appropriate referrals.
    • Assist in providing in-branch service to support service excellence and generate sales leads.
    • Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.
    • Actively participate in branch meetings; share information and highlight others’ contributions.
    • Work with Branch Manager to develop and execute ideas to drive traffic into the branch; assist Branch Manager as appropriate to provide solutions and service for segment clients (e.g., Small Business).
    • Work with segment partners (e.g., Small Business) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching to optimize performance.
    • Follow up with segment partners to track progress with client’s referrals to ensure sales opportunities move forward and clients receive the service they require.
    • Develop internal network, with support from Branch Manager to be able to provide full scope of service to clients in a timely, optimal manner.

     

    Qualifications

    • High school diploma/GED, Bachelor’s degree in business preferred; or equivalent work experience.
    • Minimum of 3-5 years banking retail or other related sales and service experience.
    • Demonstrated ability to develop and execute a sales plan.
    • Demonstrated ability to engage in outbound sales activities and acquire new business.
    • Demonstrated ability to successfully deepen and retain client relationships.
    • Product/service knowledge; expertise in articulating product/service information to clients.
    • Demonstrated strong financial/business acumen.
    • Effective written and oral communication skills; excellent interpersonal and organizational skills.
    • Basic computer skills – be able to interact with clients around banking technology.

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed