Banking Specialist

Job description

Banking Specialist The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties: - Promotes financial services suitable for the client based on profiling, identifying client’s needs, acting as an advocate and partnering with specialists throughout the enterprise. - Performs cash vault and/or other financial center operational responsibilities as directed. - Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. - Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. - Exceeds client expectation by taking ownership and...