Flushing Financial Corporation
Retail Banking Business Specialist - Chinatown
Flushing Financial Corporation, New York, New York, us, 10261
Retail Banking Business Specialist - Chinatown
Chinatown, New York, NY, USA
Req #518Job Title:
Business SpecialistJob Classification:
SalesDepartment:
Retail BankingReports To:
Branch ManagerHiring Range:
$62,000 - $85,000Serving Others is Our Passion:
As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.WE can offer YOU:
Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.Description of Work:
The primary role of the Business Specialist is to perform sales and service functions for business customers, including new accounts, loan applications, cash management, merchant services referrals, and all other business related products. The Business Specialist serves as a resource and mentor to the branch team in business customer assistance and product presentation, and will be part of a team of professional individuals with a shared focus on delivering a world-class customer service experience. The Business Specialist will ensure the customer’s financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customer’s immediate and future needs. The Business Specialist will deepen relationships with their clients to acquire, develop, and manage a “Premier” client portfolio in addition to overall business sales. Business Specialists support their branch of assignment in functions required to maintain banking activities during normal banking hours, particularly when the Branch Manager or other similarly authorized Branch personnel are not present. The Business Specialist has appropriate levels of approval and override authority to effectively complete assigned functions.General Statement of Duties:Achieve and surpass scorecard goals including checking unit and balance goals, credit application and booking goals, referral and cross-sell goals, as outlined in the Retail Incentive Program.Proactively source, acquire, retain, and deepen business customer relationships by maximizing sales and lending opportunities.Recommend appropriate solutions which may include a referral to the branch’s designated Business Development Officer (BDO).Partner with the BDO as necessary to facilitate deposit acquisition and preparing or compiling credit applications and supporting documents.Utilize a consultative selling approach to understand client business and personal needs and financial goals; identify credit opportunities and offer appropriate solutions; refer to Investment partners when appropriate.Ensure a positive customer experience for all sales and service interactions.Participate in sales meetings, sharing best practices, and offering feedback to management on enhancing individual performance as well as supporting team performance.Maintain a business pipeline and participate in scheduled production reviews with managers and peers.Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required.Perform operational responsibilities as required by the branch manager.Supervision Received:
Report directly to the Branch ManagerSupervision Exercised:
N/AMajor Duties and Responsibilities:Provide consistent and optimal customer service to all business customers by recognizing and greeting customers in a friendly and professional manner.Communicate clearly and thoroughly on the resolution of issues and identifying cross-sell opportunities of additional products and/or services.Source and provide credit solutions for prospects and clients. Follow up on credit referrals from Branch Managers, CSR’s and UB’s.As a designated Premier banker, manage a portfolio of business clients who qualify for a Premier Banking package.If licensed, leverage licenses and basic investment knowledge to recommend investment and insurance solutions.Develop a Center of Influence (COI) network by engaging in business networking and community activities.Effectively leverage, coordinate and organize targeted marketing campaigns, events, and new product launches to drive sales activities.Support and preserve the operational integrity of the branch and bank by adhering to all policies and procedures of Flushing Bank.Perform other related functions as required by manager.Internal:
Business Development Office, Branch Managers and Branch Teams, and Business Banking Professionals.External:
Customers and Business Prospects, Centers of Influence (COI’s), Community Leaders, and Business Contacts.Minimum Qualifications:Bachelor’s degree in business (preferred) or equivalent work experience.Minimum three years banking experience, preferably in Business Banking.Certification in Business Product knowledge and other training as required.Fundamental knowledge of accounting and business operations.Microsoft Office competency.Investment (Series 6 or 7) and Life & Health insurance licensing strongly suggested.Knowledge, Skills and Abilities:Exceptional verbal and written communication skills.Customer oriented, responsive, and thorough in pursuing leads.Professional expertise and experience to offer product recommendations.Highly driven to grow one’s own personal capabilities.Superior organizational skills and excellent business development skills.Adaptable and flexible in duties, responsibilities and organizational change.Able to work independently as well as within a team environment.Hours: 40This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law.EOE, including Disabled/Veterans
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Chinatown, New York, NY, USA
Req #518Job Title:
Business SpecialistJob Classification:
SalesDepartment:
Retail BankingReports To:
Branch ManagerHiring Range:
$62,000 - $85,000Serving Others is Our Passion:
As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.WE can offer YOU:
Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.Description of Work:
The primary role of the Business Specialist is to perform sales and service functions for business customers, including new accounts, loan applications, cash management, merchant services referrals, and all other business related products. The Business Specialist serves as a resource and mentor to the branch team in business customer assistance and product presentation, and will be part of a team of professional individuals with a shared focus on delivering a world-class customer service experience. The Business Specialist will ensure the customer’s financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customer’s immediate and future needs. The Business Specialist will deepen relationships with their clients to acquire, develop, and manage a “Premier” client portfolio in addition to overall business sales. Business Specialists support their branch of assignment in functions required to maintain banking activities during normal banking hours, particularly when the Branch Manager or other similarly authorized Branch personnel are not present. The Business Specialist has appropriate levels of approval and override authority to effectively complete assigned functions.General Statement of Duties:Achieve and surpass scorecard goals including checking unit and balance goals, credit application and booking goals, referral and cross-sell goals, as outlined in the Retail Incentive Program.Proactively source, acquire, retain, and deepen business customer relationships by maximizing sales and lending opportunities.Recommend appropriate solutions which may include a referral to the branch’s designated Business Development Officer (BDO).Partner with the BDO as necessary to facilitate deposit acquisition and preparing or compiling credit applications and supporting documents.Utilize a consultative selling approach to understand client business and personal needs and financial goals; identify credit opportunities and offer appropriate solutions; refer to Investment partners when appropriate.Ensure a positive customer experience for all sales and service interactions.Participate in sales meetings, sharing best practices, and offering feedback to management on enhancing individual performance as well as supporting team performance.Maintain a business pipeline and participate in scheduled production reviews with managers and peers.Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required.Perform operational responsibilities as required by the branch manager.Supervision Received:
Report directly to the Branch ManagerSupervision Exercised:
N/AMajor Duties and Responsibilities:Provide consistent and optimal customer service to all business customers by recognizing and greeting customers in a friendly and professional manner.Communicate clearly and thoroughly on the resolution of issues and identifying cross-sell opportunities of additional products and/or services.Source and provide credit solutions for prospects and clients. Follow up on credit referrals from Branch Managers, CSR’s and UB’s.As a designated Premier banker, manage a portfolio of business clients who qualify for a Premier Banking package.If licensed, leverage licenses and basic investment knowledge to recommend investment and insurance solutions.Develop a Center of Influence (COI) network by engaging in business networking and community activities.Effectively leverage, coordinate and organize targeted marketing campaigns, events, and new product launches to drive sales activities.Support and preserve the operational integrity of the branch and bank by adhering to all policies and procedures of Flushing Bank.Perform other related functions as required by manager.Internal:
Business Development Office, Branch Managers and Branch Teams, and Business Banking Professionals.External:
Customers and Business Prospects, Centers of Influence (COI’s), Community Leaders, and Business Contacts.Minimum Qualifications:Bachelor’s degree in business (preferred) or equivalent work experience.Minimum three years banking experience, preferably in Business Banking.Certification in Business Product knowledge and other training as required.Fundamental knowledge of accounting and business operations.Microsoft Office competency.Investment (Series 6 or 7) and Life & Health insurance licensing strongly suggested.Knowledge, Skills and Abilities:Exceptional verbal and written communication skills.Customer oriented, responsive, and thorough in pursuing leads.Professional expertise and experience to offer product recommendations.Highly driven to grow one’s own personal capabilities.Superior organizational skills and excellent business development skills.Adaptable and flexible in duties, responsibilities and organizational change.Able to work independently as well as within a team environment.Hours: 40This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law.EOE, including Disabled/Veterans
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