Showroom Sales Supervisor
Tonal
React
Small Business Consultant
Banner Bank
full-time
Posted on:
Location Type: Office
Location: San Diego • California • 🇺🇸 United States
Visit company websiteSalary
💰 $27 - $36 per hour
Job Level
Mid-LevelSenior
Tech Stack
React
About the role
- Provide an exceptional client sales and service experience at branch locations; assist with branch operations and training, mentoring, and coaching team members
- Grow and maintain a consumer/business lending pipeline by deepening client and center-of-influence relationships; conduct outbound calls and networking; deliver banking presentations
- Consult with clients on bank products and services to attract, expand, and retain client relationships; recognize and facilitate referral opportunities to other business lines
- Communicate proactively with current and prospective clients to educate, resolve issues, develop loyalty, and solicit feedback; hold scheduled and walk-in client appointments
- Open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve account problems in compliance with policies and government regulations
- Assist in branch lending processes: educate clients on lending options, complete loan applications and documentation, and book loans
- Process routine financial transactions including check cashing, withdrawals, deposits, and loan payments; balance cash drawer
Requirements
- H.S. Diploma: required (an equivalent combination of education and experience may be considered)
- NMLS Registration required
- 4+ years of banker/client relationship consultant or related sales experience with established goals required
- Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems; thorough knowledge of all retail products and services
- Functional knowledge of complex accounts (e.g. Trust, Power of Attorney, Guardianship, Court-Blocked)
- Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions; functional knowledge of consumer and business lending best practices
- Possess effective selling, cross selling and referral skills; demonstrated networking skill and ability to manage branch referrals
- Proven client service, interpersonal, and relationship building skills; effective verbal and written communication skills
- Strong ability to multi-task and adjust priorities; flexible to react swiftly to client or branch needs
- Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools
- Willingness to travel up to 10%
Benefits
- Targeted starting salary range: $27.09-36.00 hourly
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
- Get more information at: Employee Benefits | Banner Bank
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client relationship managementconsumer lendingbusiness lendingfinancial transactions processingaccount managementloan application processingcredit data analysisretail product knowledgecross sellingreferral management
Soft skills
client serviceinterpersonal skillsrelationship buildingeffective communicationmulti-taskingflexibilitynetworkingmentoringcoachingproblem solving
Certifications
H.S. DiplomaNMLS Registration
