Financial Center Relationship Banker

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.Responsibilities:Conduct business development activities to achieve financial center sales and revenue goalsActively participate in meeting financial center growth initiatives offering referrals and services to new and existing clientsAcquire, expand, and retain client relationships with existing clients and prospects to achieve target objectivesParticipate in weekly coaching sessions with financial center leadershipConduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutionsParticipate in workplace banking eventsCross-sell all products and services to meet clients'' needs and achieve strategic objectives and retention goalsRefer to other lines of business in order to expand new and existing relationshipsConduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility in the community and drive business to the financial centerCultivate partnerships across business lines to obtain and provide qualified referrals, and capitalize on secondary incentive plansExecute integrated sales, relationship, and credit strategies that are aligned with the financial center''s business planTake ownership of the client experience including onboarding and resolve service issues as appropriate through follow-up from self and other Bank resources following client transactionsSchedule periodic meetings and check-points with clients to provide value-added servicesAssist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and proceduresOriginate consumer and small business loansOpen new accounts, including but not limited to checking, savings, CD''s, IRA''s, BusinessProcess maintenance, operations and correspondence for new and existing accountsProvides timely follow up with clients as necessary to ensure completion of document packagesDemonstrate knowledge and understanding of new account systems; maintaining technical expertise of current productsMaintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail BankAdhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assetsObtain 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 ProgramQualifications:Education RequirementsHigh school diploma or equivalent education certificate (GED)Minimum ExperienceMinimum of 3 years sales experienceMinimum of 1 year experience in Retail or Financial salesLicenses and CertificationsThis 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, & AbilitiesDemonstrated successful sales experience in a salary plus incentive environment with individual sales goalsProven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needsAbility to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationshipsAbility to meet and exceed sales goalsAbility to complete routine transactions with limited supervisionStrong organizational, interpersonal, communication, and customer relation skillsAttention to detail and mental concentration for accurately performing tasksAbility to balance multiple tasks simultaneouslyAbility to follow standard operating policies and proceduresComputer proficiency with working knowledge of Microsoft Office Suite applications, requiredAbility to adapt to changing work environmentAbility to work during branch hours of operationEffective time managementStrong team playerGeneral 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 requirementsJob Details:RegularIn 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.

Created: 2025-10-04