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About the Role
Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals and objectives. Partner with the Branch Manager to facilitate a sales environment that achieves assigned sales and product growth goals through relationship acquisition and expansion with existing and prospected customers. Build awareness, increase knowledge, and foster team member engagement to drive sales production. Provide banking services with the highest level of quality service to current and prospective customers.
Responsibilities
- Foster a relationship banking environment by utilizing consultative selling and profiling techniques to recommend appropriate products and services.
- Assist the Branch Manager in identifying new business development opportunities and soliciting new business and consumer loan applications.
- Build and maintain a positive and motivating sales environment through sales huddles, coaching, and sharing best practices.
- Conduct outbound calling to customers and prospects to promote Bank products and identify sales opportunities.
- Respond to complex customer inquiries concerning Bank services and perform account and record maintenance duties.
- Meet and exceed assigned sales goals and provide support for overall departmental goal achievement.
- Manage branch sales reports to maximize resources and provide call lists.
- Assist Branch Manager with preparation and completion of operational and sales reports.
- Oversee daily branch operations, including teller transactions, cash drawer balancing, night deposit vault, and ATM/ITM operations.
- Ensure branch staff operate within established Bank policy and procedures and meet audit expectations.
- Coach and cross-train staff members to build a well-rounded team capable of meeting customer needs.
- Understand compliance with all regulations governing the banking industry, agency guidelines, and organization policies.
- Provide notary services, if licensed.
Requirements
- Excellent benefits-driven sales skill set with demonstrated ability to succeed in a sales environment.
- Excellent customer service skills with the ability to research and resolve customer issues.
- Excellent interpersonal, verbal communication, and organization skills with strong attention to detail.
- Presentation skills needed to achieve sales objectives.
- Strong analytical skills to review sales objectives and identify business opportunities.
- Competent with web-based applications, banking software, and Microsoft Office Suite.
- Proficient in migrating customers to the Bank's digital channels.
- Demonstrated working knowledge of bank products and services.
- Proven knowledge of opening new accounts.
- Demonstrated ability to successfully lead and guide staff.
- Ability to work flexible schedules.
- Remain in a stationary position for extended periods.
- Ability to communicate effectively with customers.
- Ability to travel throughout the company footprint if required.
- Ability to navigate throughout the branch to facilitate customer requests.
- Ability to operate a computer, phone, and operationally essential equipment.
- Ability to handle money and transport coin bags and boxes.
Skills
- Consultative selling
- Profiling techniques
- Sales huddles
- One-on-one coaching
- Outbound calling
- Customer service
- Interpersonal communication
- Verbal communication
- Organization
- Attention to detail
- Presentation skills
- Analytical skills
- Web-based applications
- Banking software
- Microsoft Office Suite
- Digital channel migration
- New account opening
- Leadership
- Bilingual in English and Cantonese or Mandarin (preferred)
Location
- Chatham Square branch
Work Type
- Full-time
Experience Level
- Minimum of 2 years successful bank platform sales experience
- Teller-related experience preferred
- 1-year prior cash handling preferred
- Leadership experience preferred
Education Level
- High school diploma or equivalent
Salary/Compensations
- $54,260.00 - $69,470.00 per year
Benefits
- Professional growth opportunities
- Employee perks & discount programs
- Tuition assistance program
- Incentive compensation program
- Company holidays and paid time off
About the Company
- OceanFirst Bank is seeking a new Branch Engagement Banker at our Chatham Square branch!
- Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience.
- At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values.
- We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.