As aPreferred Banking Office Preferred Banker,you are the main point of contact for your assigned clients and responsible for providing extraordinary customer service. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job Responsibilities

• Use an advice-based approach to tailor guidance to individual client needs, and to provide the best solution to create a memorable client experience.
• Partner with Bank Specialists, connecting clients with colleagues who can support specialized client financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Provide support by processing client transactions according to Bank policies, preparing daily work, bank deposits, ATM and Night Depository, and filing bank records.
• Be involved with local organizations and participate in local community events.

Required Qualifications, Capabilities and Skills 

• Minimum of one year retail banking experience, or equivalent experience in financial services.
• High school diploma or GED equivalent. 
• Verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits of products/services to client needs.
• Strong attention to detail and time management.
• Ability to work Preferred Banking Office hours, including weekends and some evenings.
• Ability to travel and work at different Preferred Banking Office locations within district/region as needed.

Preferred Qualifications, Capabilities and Skills 

• College degree or military equivalent strongly preferred.
• Experience adhering to policies, procedures, and regulatory banking requirements.