Lafayette, Colorado
$21.54 - 31.68 An Hour
Job Ref: 1696805348
Employer: Network

Company Name: Independent Financial
Industry: Banking
Job Type: Full Time
State: Colorado
City: Lafayette
Zip Code: 80026
Post Date: 08/12/2022

The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships utilizing a variety of business development strategies.


Conduct business development activities to achieve financial center sales and revenue goals

Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients

Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives

Participate in weekly coaching sessions with financial center leadership

Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions

Participate in workplace banking events

Cross-sell all products and services to meet clients needs and achieve strategic objectives and retention goals

Refer to other lines of business in order to expand new and existing relationships

Conduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility in the community and drive business to the financial center

Cultivate partnerships across business lines to obtain and provide qualified referrals, and capitalize on secondary incentive plans

Execute integrated sales, relationship, and credit strategies that are aligned with the financial center s business plan

Take ownership of the client experience including onboarding and resolve service issues as appropriate through follow-up from self and other Bank resources following client transactions

Schedule periodic meetings and check-points with clients to provide value-added services

Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures

Originate consumer and small business loans

Open new accounts, including but not limited to checking, savings, CD s, IRA s, Business

Process maintenance, operations and correspondence for new and existing accounts

Provides timely follow up with clients as necessary to ensure completion of document packages

Demonstrate knowledge and understanding of new account systems; maintaining technical expertise of current products

Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank

Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

Obtain legal documentation and all required customer information in compliance with the Bank s New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act s Customer Identification Program


Education Requirements

High school diploma or equivalent education certificate (GED)

Minimum Experience

Minimum of 3 years sales experience

Minimum of 1 year experience in Retail or Financial sales

Licenses and Certifications

This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background screening and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process.

Knowledge, Skills, & Abilities

Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals

Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs

Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships

Ability to meet and exceed sales goals

Ability to complete routine transactions with limited supervision

Strong organizational, interpersonal, communication, and customer relation skills

Attention to detail and mental concentration for accurately performing tasks

Ability to balance multiple tasks simultaneously

Ability to follow standard operating policies and procedures

Computer proficiency with working knowledge of Microsoft Office Suite applications, required

Ability to adapt to changing work environment

Ability to work during branch hours of operation

Effective time management

Strong team player

General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements

Job Details:


In accordance with Colorado law: Colorado pay for this position is anticipated to be between $21.54 - $31.68 hourly, actual offers to be determined based on applicant s skills, experience and education.
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