Business Banking Specialist
City National Bank and Trust, Oklahoma City, OK, United States
City National Bank and Trust
Job title: Business Banking Specialist
Status: Full time
Description Reports to the Chief Lending Officer. Full time position to assist in growing and developing the bank’s business account relationships. Build and maintain business customer relationships by ensuring customers are utilizing bank products and services to best fulfill their business needs. Must have strong initiative and work ethic, great communication skills, team player mentality, and exceptional customer service skills. Must be able to meet and exceed sales goal requirements through proactive prospecting and customer follow-up.
Responsibilities
Support and advocate the bank’s business customers, provide exceptional customer service and resolve customer issues promptly and effectively
Regular follow up with business customers to ensure satisfaction of services, and assess any new needs through follow-up and cross-selling opportunities
Make proactive calls and visits to prospective and current bank customers
Meet monthly sales/contact goal requirements
Maintain working knowledge of products and services, to include loan and non-loan products
Ensure compliance with bank policies and regulations
Interact with Loan Officers, Branch Management, and support staff for collaborative business sales efforts
Qualifications
Proficient knowledge of Microsoft Office applications
Excellent communication (oral, written, phone) and negotiating skills
Ability to maintain interpersonal relationships
Ability to work and contribute in a team environmentProfessionalism
Organizational skills
Valid Driver’s License
Education And Experience Required
High School Diploma or equivalent; college degree preferred
No less than 2 years sales experience required
Previous business banking experience preferred
Physical Requirements
Ability to drive and make outside visits to customer and branch locations
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, carry or transport light‑weight equipment
Ability to sit or stand for extended periods of time
Close vision and ability to adjust focus
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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Job title: Business Banking Specialist
Status: Full time
Description Reports to the Chief Lending Officer. Full time position to assist in growing and developing the bank’s business account relationships. Build and maintain business customer relationships by ensuring customers are utilizing bank products and services to best fulfill their business needs. Must have strong initiative and work ethic, great communication skills, team player mentality, and exceptional customer service skills. Must be able to meet and exceed sales goal requirements through proactive prospecting and customer follow-up.
Responsibilities
Support and advocate the bank’s business customers, provide exceptional customer service and resolve customer issues promptly and effectively
Regular follow up with business customers to ensure satisfaction of services, and assess any new needs through follow-up and cross-selling opportunities
Make proactive calls and visits to prospective and current bank customers
Meet monthly sales/contact goal requirements
Maintain working knowledge of products and services, to include loan and non-loan products
Ensure compliance with bank policies and regulations
Interact with Loan Officers, Branch Management, and support staff for collaborative business sales efforts
Qualifications
Proficient knowledge of Microsoft Office applications
Excellent communication (oral, written, phone) and negotiating skills
Ability to maintain interpersonal relationships
Ability to work and contribute in a team environmentProfessionalism
Organizational skills
Valid Driver’s License
Education And Experience Required
High School Diploma or equivalent; college degree preferred
No less than 2 years sales experience required
Previous business banking experience preferred
Physical Requirements
Ability to drive and make outside visits to customer and branch locations
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, carry or transport light‑weight equipment
Ability to sit or stand for extended periods of time
Close vision and ability to adjust focus
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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