SENIOR PERSONAL BANKER-BRICKELL-FLA
First Bank, Miami, FL, United States
Senior Personal Banker
Position Summary
Execute integrated sales, service and relationship strategies to support growth and retention of consumer and business customers. Develops new‑to‑bank consumer and business relationships as well as cross‑marketing of services to existing clients through segment‑based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability.
Essential Functions Employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.
Solicits consumer and business relationships including deposits and loans.
Develops and refers loan leads for residential and business segments.
Executes integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
Provides lending specialists with qualified referrals for cross‑sell. Assists in closing deals across all products.
Uses sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer.
Partners with other FirstBankFlorida entities (i.e. Residential and Commercial Lending, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.
Conducts sales initiatives through adequate procedures (telemarketing, direct mail and external business development) and ensures effective customer retention and growth through ongoing sales and servicing initiatives.
Maintains frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
Through extensive involvement, creates local community awareness that the bank is critically focused on partnering in the community and providing broad, multi‑product banking solutions to the middle‑market companies housed in the marketplace.
Ensures implementation of the Bank’s customer‑service philosophy in regards to total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication).
Handles customer situations beyond the scope of branch personnel to ensure timely service.
Attains the branch production goals.
Promotes and services all the deposit products available at the bank and opens all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes.
Promotes and answers questions regarding the various lending products the bank offers.
Resolves customer problems and complaints in accordance with FirstBank Florida’s excellent service policy.
Answers customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issuing temporary checks, etc.
Assists in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.
Strictly adheres to internal control policies such as the account‑opening protocols of accurate collection, completion and updating of all required documentation.
Inputs information to create account data files of new accounts. Performs any maintenance changes on existing customer accounts, such as changes of address, title or rate changes.
Acts as a backup/support to Personal Bankers as needed.
Supports platform weekend schedule.
Supports team when participating in different after‑hour events.
Ensures that the organization’s activities are carried out in accordance with all regulatory, legal, and governmental regulations.
Opens and closes the branch, maintains and stays abreast of security policies and procedures.
Assists in generating ideas for improving sales/operational issues with the bank management; develops, implements and monitors own sales and service plans.
Other Responsibilities
Serves on internal committees as required.
Performs other various duties as assigned.
Independence of Judgment Independence of judgment is according to established internal policies and guidelines.
Supervisory Responsibilities This position does not have any supervisory responsibilities.
Impact of Errors The impact of errors on this position could affect other departments’ operations and an economic impact to customers and to the Bank.
Competencies
Customer focus
Building strong relations
Communication
Business acumen
Problem analysis & solution
Ownership
Vision & values
Collaboration & teamwork
Development (personal & others)
Change & innovation
Empowering & Motivating Others
Managing Performance
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit, stand, walk and/or maneuver around the office.
Ability to lift and/or move up to 10 pounds.
Work Environment Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. These employees are exposed to external elements when representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company events.
Minimum Requirements
Four years banking experience
Good understanding of financial products, loan documentation, and business objectives of a real‑estate lending department
Successful completion of approved real‑estate training program.
Strong knowledge of Microsoft Office
Good communication skills
Preferred: Bachelor’s degree in Finance/Business Administration or related field
Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
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Essential Functions Employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.
Solicits consumer and business relationships including deposits and loans.
Develops and refers loan leads for residential and business segments.
Executes integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
Provides lending specialists with qualified referrals for cross‑sell. Assists in closing deals across all products.
Uses sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer.
Partners with other FirstBankFlorida entities (i.e. Residential and Commercial Lending, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.
Conducts sales initiatives through adequate procedures (telemarketing, direct mail and external business development) and ensures effective customer retention and growth through ongoing sales and servicing initiatives.
Maintains frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
Through extensive involvement, creates local community awareness that the bank is critically focused on partnering in the community and providing broad, multi‑product banking solutions to the middle‑market companies housed in the marketplace.
Ensures implementation of the Bank’s customer‑service philosophy in regards to total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication).
Handles customer situations beyond the scope of branch personnel to ensure timely service.
Attains the branch production goals.
Promotes and services all the deposit products available at the bank and opens all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes.
Promotes and answers questions regarding the various lending products the bank offers.
Resolves customer problems and complaints in accordance with FirstBank Florida’s excellent service policy.
Answers customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issuing temporary checks, etc.
Assists in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.
Strictly adheres to internal control policies such as the account‑opening protocols of accurate collection, completion and updating of all required documentation.
Inputs information to create account data files of new accounts. Performs any maintenance changes on existing customer accounts, such as changes of address, title or rate changes.
Acts as a backup/support to Personal Bankers as needed.
Supports platform weekend schedule.
Supports team when participating in different after‑hour events.
Ensures that the organization’s activities are carried out in accordance with all regulatory, legal, and governmental regulations.
Opens and closes the branch, maintains and stays abreast of security policies and procedures.
Assists in generating ideas for improving sales/operational issues with the bank management; develops, implements and monitors own sales and service plans.
Other Responsibilities
Serves on internal committees as required.
Performs other various duties as assigned.
Independence of Judgment Independence of judgment is according to established internal policies and guidelines.
Supervisory Responsibilities This position does not have any supervisory responsibilities.
Impact of Errors The impact of errors on this position could affect other departments’ operations and an economic impact to customers and to the Bank.
Competencies
Customer focus
Building strong relations
Communication
Business acumen
Problem analysis & solution
Ownership
Vision & values
Collaboration & teamwork
Development (personal & others)
Change & innovation
Empowering & Motivating Others
Managing Performance
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit, stand, walk and/or maneuver around the office.
Ability to lift and/or move up to 10 pounds.
Work Environment Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. These employees are exposed to external elements when representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company events.
Minimum Requirements
Four years banking experience
Good understanding of financial products, loan documentation, and business objectives of a real‑estate lending department
Successful completion of approved real‑estate training program.
Strong knowledge of Microsoft Office
Good communication skills
Preferred: Bachelor’s degree in Finance/Business Administration or related field
Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
#J-18808-Ljbffr