The Financial Center Relationship Banker is a sales and service focusedposition designed to achieve financial center objectives by generating newrelationships and retaining existing relationships utilizing a variety ofbusiness development strategies.

Responsibilities:

Conduct business development activities to achieve financial center sales andrevenue goals

Actively participate in meeting financial center growth initiatives offeringreferrals and services to new and existing clients

Acquire, expand, and retain client relationships with existing clients andprospects to achieve target objectives

Participate in weekly coaching sessions with financial center leadership

Conduct discussions with existing clients and prospects to understandbackground and identify banking needs through effective profiling; clearlycommunicate potential solutions

Participate in workplace banking events

Cross-sell all products and services to meet clients' needs and achievestrategic objectives and retention goals

Refer to other lines of business in order to expand new and existingrelationships

Conduct outbound sales activities (chamber/networking events, communityevents, meetings with local businesses) to establish visibility in thecommunity and drive business to the financial center

Cultivate partnerships across business lines to obtain and provide qualifiedreferrals, and capitalize on secondary incentive plans

Execute integrated sales, relationship, and credit strategies that arealigned with the financial center's business plan

Take ownership of the client experience including onboarding and resolveservice issues as appropriate through follow-up from self and other Bankresources following client transactions

Schedule periodic meetings and check-points with clients to providevalue-added services

Assist customers by processing a variety of financial transactions efficientlyand accurately according to established Bank policies and procedures

Originate consumer and small business loans

Open new accounts, including but not limited to checking, savings,CD's, IRA's, Business

Process maintenance, operations and correspondence for new and existingaccounts

Provides timely follow up with clients as necessary to ensure completion ofdocument packages

Demonstrate knowledge and understanding of new account systems; maintainingtechnical expertise of current products

Maintain the required knowledge of products, services, policies andprocedures, and other compliance requirements that pertain to the Retail Bank

Adhere to operational controls, including legal, corporate, andregulatory procedures to ensure the safety and security of customer and bankas

Obtain legal documentation and all required customer information in compliancewith the Bank's New Account Opening Policy, the Bank Secrecy Act and theUS Patriot Act's Customer Identification Program

Qualifications:

Education Requirements

High school diploma or equivalent education certificate (GED)

Minimum Experience

Minimum of 3 years sales experience

Minimum of 1 year experience in Retail or Financial sales

Licenses and Certifications

This position requires registration with the National Mortgage LicensingSystem (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z.Upon hire you will be subject to the required registration process, whichincludes a federal criminal background screening and credit check. Failure tomeet or maintain any of the NMLS registration requirements, includingmaintaining a satisfactory criminal record while employed with IndependentFinancial, may result in separation of employment. Required pre-employmentscreenings are conducted separately from the NMLS registration... For fullinfo follow application link.

Independent Financial is proud to be an equal opportunity workplace and is an