About City National Bank and Trust
City National Bank and Trust, a well-established financial institution, has an exciting opportunity for a talented and dedicated professional to join their team. The bank is seeking to hire a full-time Business Banking Specialist, a critical role that reports directly to the Chief Lending Officer. The primary responsibility of this position is to assist in growing and developing the bank’s business account relationships. You can find more details about this job Here.
Job Description and Responsibilities
The Business Banking Specialist is tasked with building and maintaining business customer relationships, ensuring that all bank products and services best fulfill their various business needs. The job requires an individual with a strong initiative, an excellent work ethic, outstanding communication skills, and an exceptional customer service mindset. The role also demands a team player who can meet and exceed sales goals through proactive prospecting and diligent customer follow-ups.
Key Responsibilities
- Support and advocate for the bank’s business customers, providing exceptional customer service and resolving customer issues promptly and effectively.
- Regularly follow up with business customers to ensure satisfaction of services, and assess any new needs through follow-up and cross-selling opportunities.
- Make proactive calls and visits to prospective and current bank customers.
- Meet monthly sales/contact goal requirements.
- Maintain a working knowledge of products and services, including both loan and non-loan products.
- Ensure compliance with bank policies and regulations.
- Interact with Loan Officers, Branch Management, and support staff for collaborative business sales efforts.
Qualifications and Requirements
The ideal candidate for the Business Banking Specialist role should possess proficient knowledge of Microsoft Office applications and excellent communication and negotiating skills. The ability to maintain interpersonal relationships, work and contribute in a team environment, demonstrate professionalism, and exhibit excellent organizational skills is also crucial.
Besides, the candidate must have a valid Driver’s License. Educational requirements include a High School Diploma or equivalent, with a college degree being preferred. No less than 2 years of sales experience is required, with previous business banking experience being an added advantage.
Physical Requirements
The physical demands for this position are representative of those that must be met by an employee to successfully perform the essential function of this job. These include:
- The ability to drive and make outside visits to customer and branch locations.
- The ability to operate a computer keyboard, use the hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, carry or transport light weight equipment.
- The ability to sit or stand for extended periods of time.
- Close vision and the ability to adjust focus.
Duties and Responsibilities
It is important to note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. These might change at any time with or without notice. The bank expects its employees to be flexible and adaptable to changes in the job requirements.
City National Bank and Trust is committed to providing a supportive and inclusive work environment. They believe that a diverse workforce contributes to the success and growth of the bank.
