SENIOR PERSONAL BANKER - BRICKELL BRANCH
Position Summary :
Execute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as cross-marketing of services to existing clients through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability.
Essential Functions :
Employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.”
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 FirstBank Florida (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 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.
Minimum Requirements :
Four years banking experience
Prior managerial experience
Good understanding of financial products, loan documentation, and business objectives of a real-estate lending department
Successful completion of approved real-estate training program.
Strong knowledge of Microsoft Office
Good communication skills
Preferred: Bachelor’s degree in Finance/Business Administration or related field
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
First Bank Florida is a proud to be an Equal Employment Opportunity Employer and takes affirmative action to employ Women, Protected Veterans, People with Disabilities and Minorities regardless of gender identity, sexual orientation, and any other legally protected status.