Use excellent communication and active listening skills to learn about the customer’s financial needs. Establish trust, optimize sales opportunities, generate leads, recommend appropriate solutions, and provide quality customer service.
Utilize strong understanding of sales and financial services to offer creative solutions, viable financial alternatives, and tailored product and service recommendations based on customers’ current and future needs.
Identify lending opportunities (both personal and business) with new and existing clients, including but not limited to Mortgage, Small Business, and Commercial loans.
Drive fee-based revenue by cross-selling the bank’s products and services, such as Treasury Management Solutions. Maximize fee income through effective needs-based selling.
Build and maintain strong relationships with new and existing clients by providing personalized financial advice, regular portfolio reviews, and proactive solutions to their banking needs.
Continuously learns to expand one’s knowledge of features and benefits of deposit, loan, TMS, and Digital Banking products and services; to become a trusted advisor and subject matter expert whom customers can depend on.
Develop and execute sales plans to achieve deposit, loan, and fee income objectives. Monitor and analyze sales performance and adjust strategies as necessary to ensure targets are met.
Conduct outbound sales activities (e.g., phone outreach, community events, meeting with local businesses) to establish visibility in the community, develop a networking presence, and generate more branch business.
Achieve and exceed individual and branch sales and service targets through recommendations of new and existing products and services, sales referrals, cross-selling, and up-selling in a results-driven environment, providing a great experience to every customer.
Collaborates with business partners within the Bank to assist customers with specialized or complex financial needs, and to retain and expand profitable relationships.
Translate goals and expectations into specific executable, weekly and monthly sales activities to meet or exceed individual assigned goals.
Partake in overall branch efforts as a high-level team player, providing banking expertise and support in various banking duties.
Deliver exceptional service to clients, ensuring their banking experience is seamless and outstanding. Handle client inquiries, resolve issues, and provide timely follow-up on all transactions and requests.
Demonstrate a commitment to operational integrity, policies, procedures, and banking regulations to ensure compliance and training requirements are met, maintaining ethical behavior, and gaining credibility with staff and customers.
Complies with the Bank’s policies, procedures, and controls to minimize risk exposures, and be compliant with applicable laws, rules, and regulations.
Assists in training new colleagues, ensuring compliance with bank policies, regulations, and client relationship deepening best practices.
Work with Ops staff for teller-line referral.
Job Qualifications/Requirements
Prior Experience
2+ years of experience in banking, financial services, or sales, preferably in a relationship management or personal banking role.
Skill
Proven track record of meeting or exceeding sales targets in deposits, loans, and fee income.
Excellent communication, interpersonal, and negotiation skills, with a strong customer service orientation.
Ability to analyze financial information and make sound recommendations.
Possess a strong drive to become a top performer and stay resilient to produce top of the line results.
Organized and well planned to stay efficient and follow through when closing sales.
Highly motivated with the ability to successfully meet team objectives while maintaining high levels of individual performance.
Customer service focus with experience in handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers.
Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
Actively participate in branch duties with a strong sense of teamwork.
The salary range for this full-time position is $25.96 - $28.85 hourly + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
