Business Specialist (FT) Center Street Branch
- Applies the Westfield Bank Service and Sales Process during customer interactions to acquire, enhance, and service customer relationships.
- Builds pipeline of current and future business prospects through market research and business calling activities.
- Collaborates with internal and external partners to meet business customers’ commercial lending, cash management and merchant service’s needs.
- Takes small business and home equity loan applications and serves as a liaison between customer and loan processor until loan closes.
- Resolves customer inquiries and complaints. Manages the grey areas.
- Opens new business and personal accounts, cross sells bank products and services, and performs service transactions including wire transfers, check approvals, and fee waivers and refunds.
- Obtains official designations/certifications as required (i.e. notary public, medallion, etc.).
- Participates in community and professional organizations.
- Drives business deposit and loan growth and meets assigned sales goals.
- Assists business customers with deposit, credit, and digital banking products, and general service needs.
- Assists Branch Manager with the leadership and management of branch team by:
- Creating a team environment focused on producing an exceptional customer experience.
- Maintains and supervises general bank security, responds to alarm company/police for off-hours alarm issues, and addresses issues as they arise.
- Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
- Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.
- Business Development
- Customer Relations
- Decision-Making/Judgement
- Quality
- Sales Results
- High School Diploma or GED required. Associate's degree Preferred.
- Previous sales, customer service and supervisory experience required.
- A minimum of 2 years of previous business development experience preferred.
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