|
SUMMARY: This is a sales-driven position that is responsible for achieving assigned sales and service goals by developing and leveraging both internal and external sales opportunities. Approximately 75% of time is spent in business acquisition mode. This position is also responsible for performing operational and servicing tasks within the branch, as needed. Expectation for a successful banker to spend 50% of their time inside the banking center and 50% of their time sourcing business externally.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Effectively utilizes various sales delivery channels in order to achieve goals.
- Uses customer portfolio to gain customer background and uses data to recognize and follow up on existing and future needs.
- Solicits cross-sales and opens new accounts according to guidelines. Cross-sells products or refers to appropriate business line to ensure customer needs are met.
- Develops new business and expand existing business through business and consumer customer contact meetings.
- Develops collaborative partnerships with other business lines within the bank.
- Solicits loan applications, obtains appropriate documentation, follows up and closes loans accurately the first time.
- Achieves overall individual deposit, loan unit, dollar, and non-interest income goals. Assists the Market Leader and branch team with meeting branch sales goals.
- Opens and processes all types of accounts, products, and/or services for clients after consulting with them on their specific needs. Assists clients whenever possible.
- Achieves a minimum customer service score and adheres to the highest level of service standards.
- Maintains an understanding of all current financial products, policies, procedures, regulations and compliance guidelines and adheres to same.
- Handles customer queries, special requests and problem resolution.
- Handles fund transfers between accounts, overdrafts, stop payments, fee reversals, etc.
- Approves specific check amounts, wire transfers, cashier checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management.
- Adheres to new account opening procedures to prevent fraud.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
HS Diploma required Associate's Degree preferred Or Bachelor's Degree preferred
EXPERIENCE
- 3-5 years successful, goal-driven branch sales experience required
- Strong sales experience with aggressive sales goals may be substituted for two years of bank sales experience required
ADDITIONAL INFORMATION
- Candidates residing in locations within BankUnited's footprint may be given preference.
|
BankUnited
Nov 02, 2025