Group Banking Representative
 Dollar Bank, FSB | |
 United States, Ohio, Cleveland | |
| 1301 East 9th Street (Show on map) | |
 Dec 30, 2024 | |
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The Group Banking Representative develops relationships with current and prospective businesses with the goal of generating opportunities to promote the Bank's products and services in the workplace and obtain new customer relationships. The Group Banking Representative will be responsible for conducting business calls to local businesses, educational institutions and community organizations, facilitate onsite visits with participating businesses, and coordinate the service maintenance of existing relationships.
Qualifications: *A minimum of 2 years prior outside sales experience required. *High School Diploma/GED required. College Degree preferred. *Demonstrated ability and desire to consistently deliver quality service and build customer relationships. *Demonstrated sales and business development skills and achievements. *Excellent written and verbal communication skills and ability to conduct formal presentations. *Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results. *Ability to learn the products and services offered by the Bank. *Working knowledge of Microsoft Word and Excel. *Demonstrated ability to manage and perform multiple tasks while delivering professional results. *A valid driver's license and access to a reliable vehicle is required. Principle Activities and Duties: *Personally provide quality customer service to all internal and external customers. *Work jointly with assigned branches to develop and maintain business relationships through a professionally administered customer service and sales oriented calling program, with the objective of increasing the overall participating business customer base and household growth of the branch system. *Generate new primary customer relationships by solidifying onsite visit opportunities with local businesses, educational institutions, and community organizations. *Work closely with the Branch Teams in identifying Group Banking opportunities through joint business calling efforts. *Participate in community and civic functions, either in an advisory or active capacity, representing Dollar Bank, with emphasis on maintaining and developing business relationships. *Conduct presentations to groups of potential customers on the features of and benefits of the Bank's products and services. *Submit weekly reports outlining the businesses visited, purpose of the call, customer service opportunities identified, upcoming events, and new customer relationships generated. *Participate on special committees as assigned by the Vice President of Retail Business Development. Physical Requirements and Working Conditions: Perform sedentary to light work (able to lift up to 20 pounds from floor to waist, and/or a negligible amount of force constantly to lift, carry, push, pull, grasp, or otherwise move objects). See, hear, talk and perform tasks requiring manual dexterity and visual acuity; sit, stand, walk, crouch, reach, pull, push and other similar, repetitive tasks requiring physical activity. Able to operate standard office/computer equipment such as photocopiers, fax machines, computers, iPads, scanners, calculators, etc. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. | |