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Thank you for your interest in a career at Company. At Company, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Company is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Company in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Company unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
This position offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development and upward mobility. This role was previously known as a Branch Team Leader.
At Company, our mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. Financial Relationship Consultant Team Leaders are responsible for individual and team goals, and coach a team of bankers who meet with customers and prospects both in person and on the phone to determine and proactively meet their banking and financial solutions goals and needs.
The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service.
Successfully complete internal training and coaching requirements within designated time period
Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Company solutions
Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
Resolves escalated customer and associate issues, primarily in Branch Manager's absence. This may include scheduling, counseling associates, and input into hiring decisions
Achieves required levels of outbound phone calls associated using generated customer and prospect lead lists and prior customer conversations
Ensures a consistent optimal customer experience, including handling customer’s transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want
Ownership and resolution of customer issues
Refers customers to an internal team of experts when additional financial goals and needs are recognized
Ensures safe and sound banking practices including adherence to all applicable laws and regulations
This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.
This position is incentive eligible.
This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (Company website) for more information.
High school diploma or GED (College degree preferred)
Completion and mastery of all internal training requirements within five (5) quarters
Demonstrated performance of individual goals for at least three (3) consecutive quarters post -training
Previous supervisory experience within a bank environment
3+ years previous banking and/or lending experience
3+ years experience handling cash in a bank environment
3+ years prior relationship based client consultation
Preferred Qualifications & Skills:
Ability to assist customers with digital banking offerings
Strong communication and customer focus
Ability to handle multiple priorities simultaneously
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