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Retail Business Specialist
Beverly Hills, CA
Job Description
The Retail Business Specialist will be responsible for developing and managing client accounts for the Retail Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at minimum risk.
40 hours to include Saturdays
Exact compensation may vary based on skills, experience, and location.
$47,200.00
$78,700.00
Valley National Bank is an Equal Opportunity / Affirmative Action Employer. All qualified applicants are encouraged to apply, and will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or other legally protected characteristics, and will not be discriminated against on the basis of disability.
40 hours to include Saturdays
The Retail Business Specialist will be responsible for developing and managing client accounts for the Retail Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at minimum risk.
Responsibilities include but are not limited to:
- Represents the bank in conducting active prospect and customer business development activities, (minimum 25% of time) designed to generate new loan, deposit, and related business for the line of business, while meeting the Bank's existing and business customers' needs.
- Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met through onsite visits and outbound calls.
- Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's) to generate appropriate business.
- Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.
- Maintains knowledge of the bank policies and guidelines for their business line.
- Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities, and programs.
- Provides training and mentorship to branches within division around business banking products services and initiatives. Serves as business banking champion throughout division.
- Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
Other Responsibilities:
- Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
- Handle other job duties as deemed necessary by supervisor.
Required Skills:
- Excellent interpersonal skills and written and verbal communication skills.
- Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.
- Comprehensive knowledge of all Bank products and services and ability to educate and demonstrate these services for customers, as well as cross sell various products and services.
- Ability to handle complex transactions and account relationships and train others on these complexities.
- Ability to calculate figures and amounts such as discounts, interest and percentages.
- Ability to work independently, manage multiple projects and meet deadlines.
- Ability to prioritize and organize assignments while working on multiple projects simultaneously.
- Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force.
Required Experience:
- High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience.
- Bachelor's degree in business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.
Exact compensation may vary based on skills, experience, and location.
$47,200.00
$78,700.00
Valley National Bank is an Equal Opportunity / Affirmative Action Employer. All qualified applicants are encouraged to apply, and will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or other legally protected characteristics, and will not be discriminated against on the basis of disability.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Salary and Benefits
$47,200.00-$78,700.00
Required Education
High School or Equivalent
Required Experience
3+ years
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