Branch Engagement Banker (Platform Sales)

OceanFirst Bank

New York, NYOn-siteFull time
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Pay
$54.3K to $69.5K
a year
Location
New York, NY
Work style
On-site
Job type
Full time
Posted
Nov 4
1 day ago
Career path

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About the company

OceanFirst Bank

Banking · 1,001 to 5,000 employees

At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.

OceanFirst Bank on LinkedIn

What you'll do

  • Recommend appropriate products and services to new and existing customers
  • Identify new business development opportunities and solicit loan applications
  • Conduct sales huddles, provide coaching and training, and share best practices
  • Call customers and prospects to promote Bank products
  • Respond to complex customer inquiries and perform account and record maintenance
  • Manage branch sales reports and assist with operational and sales reports
  • Ensure branch staff follow Bank policies and procedures and meet audit expectations

What you need

  • High school diploma or equivalent is required.
  • Minimum of 2 years successful bank platform sales experience.
  • Teller-related experience preferred or 1-year prior cash handling.
  • Leadership experience preferred.
  • Preferred bilingual in English and Cantonese or Mandarin.
  • Education: a high school diploma

Key skills

benefits-driven salescustomer service skillsinterpersonalverbal communicationorganization skillsattention to detailPresentation skillsanalytical skillsweb-based applicationsbanking softwareMicrosoft Office Suitebank products and servicesopening new accountsLeadership experience

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Perks

  • professional growth opportunities
  • employee perks & discount programs
  • tuition assistance program
  • incentive compensation program
  • company holidays
  • paid time off

See full description on company page, apply now

Read the full posting here
OceanFirst Bank is seeking a new Branch Engagement Banker at our Chatham Square branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience. At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business. Great benefits include: professional growth opportunities, employee perks & discount programs, tuition assistance program, incentive compensation program, company holidays and paid time off, and more! Apply today to #BecomeOceanFirst and make an impact in the local community! ABOUT THE ROLE Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals and objectives. Responsible for partnering with the Branch Manager and facilitating the sales environment that will result in the achievement of assigned sales and product growth goals through relationship acquisition and expansion with existing and prospected customer relationships. Internally and externally focused on building awareness, increasing knowledge levels and team member engagement that will result in increased qualified activities to drive sales production. Provide banking services ensuring the highest level of quality service is provided to current and prospective customers. WHAT YOU WILL DO Fosters a relationship banking environment by utilizing consultative selling and profiling techniques to recommend appropriate products and services to new and existing customers to meet their needs and deepen and preserve the banking relationship. Assists the Branch Manager in contributing to the continuous growth of the branch by actively identifying new business development opportunities. Solicits new business and consumer loan applications, processes applications, and closes loans. Build and maintain a positive and motivating sales environment: Conducts sales huddles/meetings regularly, provides one-on-one coaching and training, assures that all team members have the necessary tools and resources, implements, and shares best practices, success stories and all key information discussed on weekly debrief calls. Outbound calling to customers and prospects to promote Bank products. Identifies sales opportunities for deposit and customer acquisition, Debit Cards, Credit Cards, NEST referrals, Wealth and Trust services, and consumer and business lending products, as well as other strategic sales goals as directed by management. Receives and responds to complex customer inquiries concerning Bank services and performs more complex account and record maintenance duties. Meets and exceeds annually all assigned sales goals as directed by Retail Management and provides support to the department in overall achievement of the department's goals. Manages branch sales reports to maximize resources and provide call lists. Assists Branch Manager with preparation and completion of all required operational and sales reports. Assists the Branch Manager in the oversight of daily branch operations to include, but not limited to teller transactions balance, prove cash drawer, night deposit vault, ATM, ITM as needed. Ensure branch staff are operating within established Bank policy and procedures and meeting audit expectations. Assists in coaching and cross-training staff members to build a well-rounded staff capable of meeting the needs of our customers. Understands compliance with all regulations governing the banking industry, as well as agency guidelines and organization policies. Adheres to Bank Customer Standards Provides notary services, if licensed. WHAT WE EXPECT OF YOU Excellent benefits-driven sales skill set; demonstrated ability to succeed in a sales environment. Excellent customer service skills with the ability to research and resolve customer issues and serve as point of escalation. Excellent interpersonal, verbal communication and organization skills and strong attention to detail, Presentation skills are needed to achieve sales objectives in a professional environment. Behavioral/technical skills. Strong analytical skills are needed to review sales objectives and identify business opportunities in a highly competitive and fast-paced environment. Competent with web-based applications, banking software, Microsoft Office Suite, and ability to adapt to technology for business related activities. Proficient in the migration of customers to the digital channels of the Bank. Demonstrated working knowledge of bank products and services and a proven knowledge of opening new accounts, i.e., checking, savings, etc. Demonstrated ability to successfully lead and guide staff. Must be able to work flexible schedules in accordance with the needs of the branch. YOUR QUALIFICATIONS High school diploma or equivalent is required. Minimum of 2 years successful bank platform sales experience. Teller-related experience preferred or 1-year prior cash handling. Leadership experience preferred. Preferred bilingual in English and Cantonese or Mandarin. INTERNAL AND EXTERNAL CONTACTS Internal contact with managers, inter-branch and departmental personnel as well as outside vendors External contact with existing customers and prospects of the Bank. WORKING CONDITIONS/PHYSICAL REQUIREMENTS Remain in a stationary position for extended periods of time. Ability to communicate in order to exchange information with individual customers. Ability to travel throughout the company footprint if required. Ability to navigate throughout the branch to facilitate customer requests and meet operational standards. Ability to operate a computer, phone and operationally essential equipment as required. Ability to handle money and position self to transport coin bags and boxes. Salary Range: $54,260.00 - $69,470.00 per year

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