Branch Engagement Banker (Platform Sales Lead)

Job Title

What We Expect Of You

Excellent benefits-driven sales skill set; demonstrated ability to succeed in a sales environment.

Excellent customer service skills with the ability to research and resolve customer issues and serve as point of escalation.

Excellent interpersonal, verbal communication and organization skills and strong attention to detail.

Presentation skills are needed to achieve sales objectives in a professional environment. Behavioral / technical skills.

Strong analytical skills are needed to review sales objectives and identify business opportunities in a highly competitive and fast-paced environment.

Competent with web-based applications, banking software, Microsoft Office Suite, and ability to adapt to technology for business related activities.

Proficient in the migration of customers to the digital channels of the Bank.

Demonstrated working knowledge of bank products and services and a proven knowledge of opening new accounts, i.e., checking, savings, etc.

Demonstrated ability to successfully lead and guide staff.

Must be able to work flexible schedules in accordance with the needs of the branch.

Your Qualifications

High school diploma or equivalent is required.

Minimum of 2 years successful bank platform sales experience.

Teller-related experience preferred or 1-year prior cash handling.

Leadership experience preferred.

Valid NMLS Registration required.

Internal and External Contacts

Internal contact with managers, inter-branch and departmental personnel as well as outside vendors.

External contact with existing customers and prospects of the Bank.

Working Conditions / Physical Requirements

Remain in a stationary position for extended periods of time. Ability to communicate in order to exchange information with individual customers. Ability to travel throughout the company footprint if required. Ability to navigate throughout the branch to facilitate customer requests and meet operational standards. Ability to operate a computer, phone and operationally essential equipment as required. Ability to handle money and position self to transport coin bags and boxes.