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Personal Banking Associate

Company: Sterling Bancorp
Location: Rocky Point
Posted on: June 12, 2021

Job Description:

Are you highly motivated, detailed oriented and passionate about preparing for your career? Then we are looking for someone just like YOU to join our team!

We look for people who can dream, think, create and grow. Our culture thrives on embracing and rewarding imagination and is characterized by an unwavering commitment to high achievement. We pride ourselves on sharing ideas, diversity of thought and embracing dedicated, talented and driven individuals who value honesty, integrity and go above and beyond. As we continue to grow we need YOU to meet our demands for success.

Why Us?

We have developed and executed differentiated strategies that are helping us thrive in a rapidly changing industry.

There is no shortage of talent - we work hard to make Sterling an employer of choice.

None of the bureaucracy found in larger banks - open door policy with all executives.

One Dream, One Team, One Purpose, One Culture

Our Single Point of Contact model ensures every client and colleague feels valued and knows who to reach out to for specific guidance. Our purpose is to use the power of banking to move our company forward. We believe in a fair, ethical, and sustainable future-one where everyone thrives on a compliant and level playing field.

We are a results-driven culture, with a keen focus on collaboration acceleration. We work hard, We win as a team, and We honor the diversity of skills brought by the collective.

What's in it for YOU

We aim to help you figure out exactly where you see yourself in our business. Whatever your passion, we will support you in getting the skills necessary to make your mark.

Sterling National Bank is looking for someone to review documentation request, create legal documents, work with internal and external counsel when necessary and corrects legal documents for accuracy prior to funding. Independently works with SNB's and outside partner's Legal Counsel ensure documentation is acceptable. Identifies potential title, tax, legal and other issues, conducts research and resolve conflicts to ensure proper filings for the Bank. Assist the Documentation Manager with the management of the documentation group. Ensure compliance with regulatory requirements and with the bank's policies and procedures. Embrace and deliver Sterling's brand values and core competencies in everyday interaction. Exhibit ethical behavior and integrity in everyday business conduct.

This is an exciting opportunity to grow your career in the financial services industry and experience a high performing, team-oriented environment. We are looking for a dynamic Personal Banking Associate who will provide service excellence to new and existing clients. Acting as a single point of contact you will listen closely to clients and prospects to understand their financial needs, referring clients to business partners as needed. Your top priority will be to ensure client needs are satisfied with every visit and interaction. You will develop and foster relationships with the clients in order to anticipate their needs and educate clients on the latest benefits of banking with us.

This role will play an important part in the achievement of sales and service goals for the financial center. You will work with the financial center team to ensure that sales and service activities are completed, and that the bank's policies, procedures and controls are implemented to protect the bank against monetary loss. You will support sales initiatives aimed at leveraging products/services to increase deposits, accounts and clients of the financial center.

  • Serve as the primary financial center resource for sales and service support opportunities such as calling campaigns, appointment setting, new client onboarding, introductions, account maintenance functions, wire transfers, stop payments and other banking transactions.
  • Identify the financial needs of clients by utilizing a needs and consultative based approach, referring clients to business partners as needed. Present solutions based on client needs and advise clients in the selection of products and services.
  • Expand and retain client relationships, actively cross sell and resolve client issues. Support Business and Private Banking with existing business relationships and clients by implementing sales strategies and other bank initiatives to support Financial Center's growth and profitability objectives. Responsible for client relationship building through sales and services processes outlined in our internal playbooks and utilize the tools provided. Maintain appointment/introduction goals.
  • Maintain accurate sales records and regularly review sales results with the Managing Director and prepare an action plan taking appropriate steps to meet/exceed sales objectives. Maximize the team's profitability by working to enhance sales skills and product knowledge in the Financial Center.
  • Ensure compliance with all policies, procedures and regulatory requirements and manage operational risks. Observe security policies in accessing, securing and protecting confidential and sensitive client information.
  • Perform other duties or accountabilities as assigned. May be required to perform as Notary, Client Service Associate, and/or Officer in Charge. Responsible for identifying and referring mortgage CRA opportunities when appropriate.

Who We Want

  • At least 2 years customer service banking experience
  • One year of demonstrated successful sales experience in a salary plus incentive environment preferred
  • National Mortgage Licensing System and Registry (NMLS) registration may be required upon hire
  • Extensive practical knowledge of Microsoft Office suite (Outlook, Excel, Word)
  • Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Financial Centers.
  • Candidates with advanced degrees (Associates, Bachelor's and/or Master's) preferred yet a High School Diploma or GED is required. Candidates with some combination of coursework and experience, or extensive related professional experience, are eligible for consideration.
  • Proven ability to consistently deliver service excellence and proficient in sales techniques, including telemarketing consulting, prospecting and networking.
  • Possess a thorough knowledge of bank products and services as well as the financial services industry.
  • Excellent verbal and non-verbal communication skills, experience with outside calling preferred.
  • Strong financial acumen, general knowledge of cash flow and lending.
  • Strong interpersonal skills with ability to establish credibility and rapport, excellent customer relationship management skills.
  • Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
  • Other Attributes - flexible and agile; takes initiative and solves problems; decisive; outstanding ability to think outside-the-box and use resources at hand to effortlessly get to the bottom of an issue; extremely accurate and detail-oriented coupled with the ability to see the broader picture.

At Sterling National Bank, we rely on diversity of culture and thought to deliver on our goals. To ensure this we seek talented, qualified people for all of our career opportunities, regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, veteran status, or any other protected classification under federal, state and/or local laws. Sterling National Bank is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

All Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. H1-B and green card sponsorship is not available for any position and we will not consider F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders for employment opportunities.

All offers for employment with Sterling National Bank are contingent on successful completion of background investigation, including drug and fingerprint screening.

Keywords: Sterling Bancorp, Westport , Personal Banking Associate, Other , Rocky Point, Connecticut

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