Client Banking Specialist - Sunset Park
The Company
Since first opening in 1984, The Bank of Tampa has focused on serving Tampa Bay professionals and owner-managed businesses, which has given us an insight into our community that other banks simply cannot match. Our lenders and their teammates use their deep understanding of the area to help our clients establish professional, cultural and social ties that benefit their businesses, their families, and themselves. We are committed to providing the highest level of banking services while nurturing a strong and lasting professional relationship that contributes to our client’s success. Personalized service to our clients and our community is what we are all about.
The Bank of Tampa is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Position overview
We differentiate our Brand from large financial institutions by the special relationships we build between our Bankers and our Clients. What sets our Bankers apart from others is the value we bring in consulting to our clients on their individual financial objectives. Our commitment shows in our professional, team-oriented office environment that encourages both personal and professional growth for our staff and in the pride we take in recognizing our clients, knowing their name, and appreciating their individuality.
Our Client Banking Specialist play a key role in our organization; to provide high quality and exceptional service to our clients
and prospective clients while operating a paying and receiving customer service window, balancing individual cash drawers
and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries.
Primary Duties and Responsibilities:
• I nitiate conversations to uncover client needs and be capable of effectively referring customers
to business partners for the selling and cross-selling of Bank products and services to clients, so that personal and
Bank goals are consistently met or exceeded.
• Promote good client relations by consistently providing premiere client satisfaction with a friendly
demeanor, can-do attitude, and willingness to help at all times.
• Develop rapport with the client base by being proactive and timely with requests and problem
resolution and displaying a caring attitude to assist client in identification of financial needs.
• Perform account opening, maintain a balancing record, and process routine Teller transactions
in line with policy. Possess problem solving skills to determine and correct outages and to enlist help as needed for
more difficult errors.
• Grow and maintain a well-developed working knowledge of the complete line of products and services offered, taking
responsibility to keep up to date and request assistance for further development needs.
• Communicate via written or verbal format, at a professional level common within a
business setting.
• Works in a team environment with the able to interact well, and in a positive manner, with co-workers and
management.
• Maintain a position of trust and responsibility by keeping all client business confidential.
“ This job description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.”
Minimum Qualifications:
· A minimum of 6 months experience handling cash, counting and balancing
· High school diploma/GED and a t wo-year degree from an accredited college or university. Educational achievement above minimum desired, or certification/licensing may be substituted for required experience/skills.
· Must possess a valid driver’s license
· Registration as Mortgage Loan Originator through the National Mortgage Licensing System (NMLS) is required.
Preferred Qualifications:
· Experience working in a Client Banking or Universal Banking position either in lobby or drive-thru locations
· Experience uncovering client needs and effectively referring customers to business partners.
Attributes for Success
· Self-motivated with action and results delivery orientation; demonstrated initiative and accountability by willingness to assume additional duties other than assigned
· Portrays Strong interpersonal skills, projecting an approachable demeanour
· Consult, facilitate and build relationships in order to foster partnership, collaboration & teamwork across all levels of the organization
· Works independently and with others to identify issues and develop solutions
· Demonstrates strong interpersonal and written/ verbal communication (listening, confidence, professionalism, persuasion) with individuals across all levels of the organization
· Is resourceful and flexible with regard to shifting priorities, new demands and challenge
Our values
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefit plans – from medical, life, disability, and other insurance programs to savings and retirement plans and an array of work/life effectiveness policies and programs. As a highlight:
· Eligibility for health, dental, life and disability insurance coverages begins 1 st of the month after hire.
· Retirement Plan - 401k with matching
· ESOP- Employee Stock Ownership Plan
· Time away from work – vacation time, sick time and holidays
· Tuition Assistance
· Professional development opportunities
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER M/F/V/D
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