Purpose: Provide financial solutions for bank customers. Proactively cultivate new customers and retain and develop existing customer base by assessing needs and offering West Bank products and services. Develop strong customer relationships to maintain and grow new business. Actively service and maintain customer accounts.
Build Strong Relationships as you provide and help create an outstanding service experience for all new and prospective customers in the areas of New Business Development and Account Management:
New Business Development: Solicit, originate and process retail deposit accounts and loans. Create and actively manage a prospect list. Attend onsite customer/prospect events 2-3 times per week. Help customers with their consumer loan needs including secondary market loans. Refer products and services as needed to other lines of business. Manage overall delivery of West Bank retail deposits, products and services and referrals, meeting or exceeding Market growth goals and compliance requirements. (55%)
Manage Existing Customer Relationships: Manage a portfolio of customers. Review and discuss personal financial needs. Uncover expansion opportunities through regular meetings with banking customers, suggesting value based products and services and referring to West Bank colleagues with expertise as needed Contact customers with delinquencies and manage in accordance with established policies. (35%)
Build Strong Communities: Participate in community events, including serving on the board of at least one nonprofit organization or serving in a leadership position of a community organization, staffing at least two events (art festivals, community celebrations, etc.), hosting a customer at an outside event at least twelve times per year, representing West Bank as requested by attending at least two luncheons, dinners, or receptions. (10%)
Professional Communication: Utilize professional and effective verbal and non-verbal communication to forge/enhance relationships with team members and customers. Communication should be clear, professional, respectful to others, and aligned with West Bank’s mission to build strong relationship, build strong communities and build upon our strong reputation. Team members should embrace candor with an appropriate tone to participate in the success of the department and organization.
Qualifications (Include Education and Experience): BA with an emphasis in Business or Marketing preferred or 5+ years of all aspects of retail banking sales and lending with NMLS. Miscellaneous banking and leadership classes. Computer experience (MS Word, Excel, Outlook), Banking related systems experience helpful. Great customer service skills, good problem solver, strong communication skills, ability to work independently.
Call Jill Hansen 515-222-2305.