Relationship Banker
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POST DATE 9/13/2016
END DATE 10/26/2016
First Niagara
Buffalo, NY
JOB DESCRIPTION
Job DescriptionRequired Skills:
* High School Diploma or GED required
* 1 year customer service experience and sales and cash handling experience
* Must successfully register and maintain registration annually with The National Mortgage Licensing System and Registry in compliance with the Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act
* Notary licenses preferred
* PC knowledge, including a working knowledge of Word and Excel
* Commitment to superior customer service
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Overview:
The primary functions of a Relationship Banker are to sell and service bank products for customers as well as the referral of non-bank products. Relationship Bankers must meet established sales performance standards and build and maintain positive relationships with customers. The Relationship Banker is expected to be a customer experience champion and dales producer with the ability to build relationships. This position requires the individual to adhere to and support First Niagara Bank's Statement of Values.
Key Responsibilities:
SALES EXPECTATIONS
* Prioritize and deploy the most efficient high impact sales activities to generate sales outcomes to reach goal
* Convert service requests to sales
* Onboard customers
* Maximize sales efforts with walk-in opportunities
* Focus and exhaust proactive sales efforts with existing customers before generating your own initiatives
* Fully leverage available sales tools, prescribed in-branch routines, call lists and best practices to increase sales productivity
SALES INTERACTION EXPECTATIONS
* Achieve sales through consistent profiling, cross-sell and follow-up activities
* Use CRM to document customer interactions, sales activities, facilitate follow-up and forecast sales results
* Consistently apply our sales model with every customer
SERVICE EXPECTATIONS
* Provide a consistent and exceptional customer experience that helps contribute to the attainment of branch customer satisfaction and loyalty targets (Drive for "5")
* Demonstrate exceptional customer service behaviors to create advocacy and earn the right to expand relationships
* Do what's best for the customer by promoting referrals to the most appropriate team members and cross-functional business partners as appropriate
* Ensure and promote personal ownership for all customer issues through resolution
PEOPLE EXPECTATIONS
* Be a positive and effective team player by helping others on the team achieve success
* Proactively seek coaching to development service and sales skills and identify and share ways coaching would be most beneficial to you
ADMINISTRATIVE/OPERATIONAL EXPECTATIONS
* Perform client sales and servicing transactions with operational proficiency
* Support branch security procedures and handlings while maintaining operational proficiencies
* Transact business in accordance to Bank Policies and regulations
* Stay informed and become knowledgeable in understanding operational changes, as they occur
* Must adhere to pertinent laws, regulations, First Niagara's Compliance Policy and external compliance requirements
EEO/AA Minority/Female/Disability/Veteran
1989 Clinton St, Buffalo, New York 14206
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled