Personal Banker Wanted at HomeStreet Bank

[NamHSB]

https://hrispayroll.wd5.myworkdayjobs.com/en-US/HomeStreetCareers/job/HomeStreet—WA—Seattle—1700-Westlake-Avenue-North/Personal-Banker_R0005389

Job Description Summary

POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Personal Banker provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. This position builds a thorough profile for each customer and maintains frequent personal, phone or email contact in an effort to grow and deepen customer relationships. At all time, provide superior customer service.Job Details

ESSENTIAL FUNCTIONS:

Customer Development Activities

•Effectively interviews and profiles customers in order to recommend appropriate banking products and services.
•Proactively offers ideas and solutions to help customers recognize possibilities and strategies that will help them build and strengthen their financial position.
•Proactively identifies and retains “at risk” customers.
•Makes use of advertising leads, MCIF lists, personal contacts, referrals from the Bank and branch customer base to build a book of business through deposit generation.
•Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
•Opens and closes all consumer and businesses products.
•Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments.
•Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans.

•Completes a minimum of five new customer profiles each week and updates a minimum of five current customer profiles weekly.*
•Makes a minimum of five referrals each month to business partners in other business lines within the company.*
•In conjunction with the Manager, makes a minimum of two outside business development calls each month.*
•Conducts offsite presentations such as Financial Literacy Seminars and Bank at Work presentations to build branch consumer and business customer base
•May take lead role in branch and district sales campaigns
•May have other Business Development activities assigned as needed

*The actual number of completed profiles and outside business development calls may vary from branch to branch, based on the expectations of the manager.

Service Activities

•Sets an example for the CSR staff in the area of customer service and customer advocacy.
•Performs the teller duties as required.
•Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy.
•Supports branch lobby management
•Conducts care calls with existing consumer and business clients to ensure customer satisfaction

Other Job Duties

•Maintains a complete understanding of and competency with products, services and the Bank’s business-customer acquisition strategy.
•Monitors personal weekly/monthly sales efforts, ensuring sales targets and results are achieved.
•May partner with leadership to mentor and coach CSR staff to enhance their sales skills.
•Participates in branch events/sponsorships and is involved with groups and organizations within the community.
•Consistently adheres to the Bank’s policies and procedures regarding branch operations and employment practices, code of ethics, and all federal, state, and local laws.

REQUIREMENTS:

Minimum of three years demonstrated sales experience with proven results including diverse customer profiles and complex needs; plus three years in a bank environment in a sales or new accounts role.

BS/BA degree in business/management related field or equivalent experience preferred.

Ability to identify client needs, present banking solutions and bank products. Recognize closing opportunities and retain and grow customer relationships. Ability to initiate customer contact through letters, email, telephone or personal contact.

Demonstrated exceptional customer service skills.

Ability to encourage open communication by listening attentively and actively. Excellent business writing skills.

Ability to exercise independent judgment. Ability to work quickly and accurately, to analyze information and make decisions.

Excellent multi-tasking skills. Ability to prioritize and perform a variety of concurrent tasks with minimal direction.

Local travel required. Valid driver’s license, vehicle, and liability insurance are required.

Please Contact

Nam Le
Branch Manager
nam.le@homestreet.com
206-538-5967

• This topic was modified 5 years, 11 months ago by NamHSB.

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