Business Banker Job at New Edge Associates Inc
Must be BILINGUAL: ENGLISH/SPANISH
Essential Responsibilities
· Solicits business relationships including deposits, loans and treasury services.
· Develops and refers loans leads for commercial area. Pursues lending business development activities (including low and moderate-income segments), working in partnership with Commercial Banker.
· Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
· Provide Treasury and Lending specialists with qualified referrals for cross-sell. Assist in closing deals across all products.
· Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer.
· Partner with other branches (i.e. Residential and Commercial Lending, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.
· Conducts sales initiatives through adequate procedures (telemarketing, direct mail and external business development. Ensures effective customer retention and growth through ongoing sales and servicing initiatives.
· Maintain frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
· Through extensive involvement, create local community awareness that the bank is critically focused on partnering in the community and providing broad, multi-product banking solutions to the middle market companies housed in the marketplace.
· Ensures implementation of the Bank’s customer service philosophy in regards to total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy, and communication).
· Handles customer situations beyond the scope of branch personnel and to ensure timely service.
· Attain to the branch production goals.
· Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes.
· Promote and answer questions regarding the various lending products the bank offers.
· Resolve customer problems and complaints in accordance with FirstBank Florida excellent service policy.
· Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, etc.
· Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.
· Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
· Input information to create account data file of new accounts. Perform any maintenance changes on existing customer’s account, such changes of address, title or rate changes.
· Act as a backup/support to Personal Bankers as needed.
· Support platform weekend schedule.
· Support team when participating in different after hour events.
· Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
· Open and close the branch: maintains and stays abreast of security policies and procedures.
· Assist in generating ideas for improving sales/operational issues with the bank management. Develops, implements, and monitors own sales and service plans.
Job Type: Full-time
Pay: $75,000.00 - $79,000.00 per year
Schedule:
- 8 hour shift
- Monday to Friday
COVID-19 considerations:
We follow CDC guidelines.
Ability to commute/relocate:
- Hialeah, FL 33012: Reliably commute or planning to relocate before starting work (Required)
Work Location: One location
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