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JOB FUNCTION / SUMMARY:
The Professional & Executive Banker coordinates integrated delivery of a broad range of Professional and Executive segments products to include: Consumer loan and deposit, Small Business loan and deposit, Wealth products and services including: working closely with the Wealth to ensure brokerage, trust, and insurance needs are identified. This position provides deposits services and coordinates new loans and manages existing loans to ensure the company's credit quality standards are met or exceeded and generates new business.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Provides advice to lines of business on economic sanctions regulations and internal policy
Manage a portfolio of Professional and Executive client relationships by applying learned skills in using comprehensive profiling/discovery techniques, and relationship tools to meet all complex personal, small business, lending and investments needs.
Promotes Relationship building of products and services as appropriate to client
Execute all assigned routines and activities necessary to maximize expected sales and service delivery.
Generates external sales with new clients and screens leads following established policies and procedures to attain new revenue generating relationships
Accountable for attainment of goals set forth by management for growth in loans, deposits, wealth and referral management fee income
Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel
Is active in community and professional groups as a means of potential client acquisition
Attends sales meetings and required training sessions for improved expertise and satisfying licensing requirements
High School Diploma or general education degree (GED) is required
Bachelor's degree preferred (preferably in a business related field) from a four-year college or university or equivalent experience.
5 years of retail/branch banking experience.
3 years of previous success in sales as an individual contributor.
Proven ability to form and expand client relationships.
Proficiency in operating and to navigating multiple banking systems and applications, and utilize search tools to find information
Annuity and State Life Insurance licenses - Health/Life licenses required.
Series 7, Series 66 or Series 65 and Series 63 licenses for the state(s) where business is conducted are strongly preferred to qualify for additional incentive.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results.
Advanced knowledge of applicable banking products and regulations Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapters of national organizations such as the United Way.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Excellent communication and client service skills
Ability to manage time and competing priorities in a retail environment
Strong interpersonal skills with the ability to interact with all levels of an organization
Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives
High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term
Ability to understand and interpret a P&L and financial statements
Adaptability, flexibility and ability to work branch hours, including weekends and some evenings
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.