Banking Relationship Specialist

Job description

Job Summary The Banking Relationship Specialist is our first customer contact and one of the key people to set the tone of service and sales at the branch level. They will maintain a professional image and follow standard operational, services and sales processes, including using the sales road map to make appropriate needs analysis, provide recommendations and solutions for those needs, cross sell the appropriate bank products and services, and delivering a white glove customer experience that exceeds expectations. Essential Duties: Banking Relationship Specialist Levels & Classifications The Banking Relationship Specialist position has multiple levels, and each level is defined in the Banking Relationship Specialist Classifications document. The Banking Relationship Specialist Classifications document will include additional essential duties and required knowledge and skills for each level. - Consult with clients and prospects about their financial goals and needs, and identify and promote F&M products and services to best meet those needs. - Actively cross-sell bank products by leveraging sales opportunities in assigned branch and by referring clients to other F&M departments fo...