The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships utilizing a variety of business development strategies. Responsibilities: Conduct business development activities to achieve financial center sales and revenue goals Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives Participate in weekly coaching sessions with financial center leadership Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions Participate in workplace banking events Cross-sell all products and services to meet clients’ needs and achieve strategic objectives and retention goals Refer to other lines of business in order to expand new and existing relationships Conduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility in the community and drive business to the financial center Cultivate partnerships across business lines to obtain and provide qualified referrals, and capitalize on secondary incentive plans Execute integrated sales, relationship, and credit strategies that are aligned with the financial center’s business plan Take ownership of the client experience including onboarding and resolve service issues as appropriate through follow-up from self and other Bank resources following client transactions Schedule periodic meetings and check-points with clients to provide value-added services Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures Originate consumer and small business loans Open new accounts, including but not limited to checking, savings, CD’s, IRA’s, Business Process maintenance, operations and correspondence for new and existing accounts Provides timely follow up with clients as necessary to ensure completion of document packages Demonstrate knowledge and understanding of new account systems; maintaining technical expertise of current products Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Obtain legal documentation and all required customer information in compliance with the Bank’s New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act’s Customer Identification Program Qualifications: Education Requirements High school diploma or equivalent education certificate (GED) Minimum Experience Minimum of 3 years sales experience Minimum of 1 year experience in Retail or Financial sales Licenses and Certifications This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background screening and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process. Knowledge, Skills, & Abilities Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships Ability to meet and exceed sales goals Ability to complete routine transactions with limited supervision Strong organizational, interpersonal, communication, and customer relation skills Attention to detail and mental concentration for accurately performing tasks Ability to balance multiple tasks simultaneously Ability to follow standard operating policies and procedures Computer proficiency with working knowledge of Microsoft Office Suite applications, required Ability to adapt to changing work environment Ability to work during branch hours of operation Effective time management Strong team player General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements Job Details: To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes. Independent Financial is host to a diverse group of professionals; offering careers in lending, finance, management, marketing, technology and much more. We welcome talented and capable people with a heart for community service, strong personal values and integrity to join our team. Let’s discover new opportunities, together. Become part of a team that provides a wide range of relationship-driven banking products and services tailored to meet the needs of businesses, professionals and individuals. ______________________________________________________ All full-time and part-time roles that are regularly scheduled for 30 or more hours per week are benefits eligible. We are pleased to provide industry-leading benefits, resources and support to our employees. ______________________________________________________ To be considered for this position, you must at least meet the basic qualifications. No phone calls or direct e-mails please. Pre-employment background screening will be conducted. Independent Financial is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. The job description does not constitute an employment agreement between the employer and employee. The above statements describe the general nature and level of work being performed within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. If you require assistance at any stage of the employment application process due to a disability, please contact Human Resources at 469-301-2630. Independent Financial is a trademark of Independent Bank To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.