Banking Relationship Specialist (Senior Relationship Banker) Position Available In Westchester, New York

Job Description:

Responsible for providing sales leadership and coaching to teammembers, utilizing knowledge of banking products and services tobuild professional relationships with customers and prospects, andengaging in meaningful conversations regarding their financialneeds and goals. Promote a positive, helpful, and friendly teamenvironment and provide exceptional customer service at all times.

Essential Job Functions 1. Cultivate professional relationshipswith customers, utilizing assessment tools and engaging customersin meaningful conversations to uncover needs, make appropriaterecommendations, and submit referrals to banking center teammembers or line of business partners. 2. Utilize assessment toolsto maintain detailed notes regarding customer conversations andinteractions. 3. Open and service deposit accounts, includingcomplex business accounts. 4. Originate a consumer loan portfolio.5. Conduct outbound business development and community involvementactivities. 6. Actively participate in morning huddles, callingefforts, business development, and constructive coachingconversations with leadership. 7. Facilitate and process accounttransactions accurately and efficiently to minimize errors andreduce fraud. 8. Demonstrate empathy and proactively resolve clientconcerns in a timely, professional, and positive manner, escalatingissues to next level of authority, as needed. 9. Proactively serveas a role model for banking center team members and coachrelationship-building activities. 10. Collaborate effectively withline of business partners to foster teamwork, exceptional customerservice, and continuous learning. 11. Provide backup and assistanceto other retail banking roles and locations, as necessary. 12.Model and champion the Bank’s standards for exceptional customerservice. 13. Enthusiastically support the bank’s values andmission. 14. Display a high degree of integrity, trustworthiness,and professionalism at all times. 15. Actively promote teamwork,leading by example and taking initiative to assist others. 16.Complete all essential training timely. 17. Display enthusiasm forcontinuous learning, accepting and applying constructive feedbackfrom more experienced team members. 18. Maintain consistently goodpunctuality and attendance to work. 19. Adhere to all Bankpolicies, procedures, and guidelines. Knowledge, Skills & Abilities1. Knowledge of bank products and services (e.g., online banking,mobile banking applications, banking cards) 2. Knowledge of bankpolicies and procedures 3. Ability to provide excellent customerservice and demonstrate a helpful, friendly, approachable,enthusiastic, and professional disposition 4. Ability todemonstrate confidence and act as a trusted advisor. 5. Ability tocommunicate effectively both verbally and in writing 6. Ability todemonstrate team player approach, capable of thriving in acontinually changing environment 7. Ability to demonstrate criticalthinking skills and accurate and efficient productivity, includingattention to detail 8. Ability to work without close supervision 9.Ability to maintain confidentiality 10. Ability to follow policyand procedure including safety and security procedures 11. Abilityto travel to other work locations (e.g., training, staffingshortages), as needed 12. Skill in using computer and MicrosoftOffice applications necessary to perform essential job functionsBasic Qualifications 1. High school diploma or equivalent required;bachelor’s degree preferred 2. 1 year retail customer serviceand/or sales experience required 3. Knowledge of business andconsumer products required 4. Knowledge of, experience with andability to explain bank products, online banking, mobile bankingapplications, banking cards, etc. preferred 5. Proven ability toachieve sales goals and financial targets preferred 6. Experiencein a leadership and/or coaching role strongly preferred 7. NMLSrequired