NEW
Full Time
Client Banking SpecialistThe CompanyWe build relationships- with each other, with our clients and with our community. At The Bank of Tampa, we are invested in you. By providing an inclusive, equitable and accessible environment, we learn from our differences and gain strength through the diverse perspectives and experiences of our workforce and our client base.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. Our support teams further enhance those relationships by providing personalized service with each interaction. 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.Position overviewWe 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 Specialists play a key role in our organization; to provide high quality, exceptional service to our existing and prospective clients. Primary Duties and Responsibilities•Initiates conversations to uncover client needs and effectively refers 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.•Promotes good client relations by consistently providing premiere client satisfaction with a friendly demeanour, can-do attitude, and willingness to help at all times.•Develops 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.•Performs account opening, closing and maintenance.•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.•Communicates via written or verbal format, at a professional level common within a business setting.•Works in a team environment; interacting with co-workers and management in a positive manner.•Maintains 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 in a client-facing banking role.•A minimum of 6 months experience handling cash, counting and balancing.•High school diploma/GED.Preferred Qualification•Experience working in a Client Banking or Universal Banking position.•Experience uncovering client needs and effectively referring customers to business partners. •Registration as Mortgage Loan Originator through the National Mortgage Licensing System (NMLS).Attributes for Success•Self-motivated with action and results delivery orientation.•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.•Resourceful and flexible; accommodating consistently shifting priorities.Our ValuesPreserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust, and respect are the underlying principles by which we workMake a meaningful difference in our community through our service and financial supportMaintain 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 regulatorsBenefitsYou 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 on date of 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 opportunitiesTHE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYERA DRUG FREE WORKPLACEE-VERIFY EMPLOYER
Location/Region: Tampa, FL (33694)