Business Banking Specialist

City National Bank & TrustOklahoma City, OK
4d

About The Position

Reports to the Chief Lending Officer.  Full time position to assist in growing and developing the bank’s business account relationships. Build and maintain business customer relationships by ensuring customers are utilizing bank products and services to best fulfill their business needs. Must have strong initiative and work ethic, great communication skills, team player mentality, and exceptional customer service skills. Must be able to meet and exceed sales goal requirements through proactive prospecting and customer follow-up.

Requirements

  • Proficient knowledge of Microsoft Office applications
  • Excellent communication (oral, written, phone) and negotiating skills
  • Ability to maintain interpersonal relationships
  • Ability to work and contribute in a team environment
  • Professionalism
  • Organizational skills
  • Valid Driver’s License
  • High School Diploma or equivalent; college degree preferred
  • No less than 2 years sales experience required

Nice To Haves

  • Previous business banking experience preferred

Responsibilities

  • Support and advocate the bank’s business customers, provide exceptional customer service and resolve customer issues promptly and effectively
  • Regular follow up with business customers to ensure satisfaction of services, and assess any new needs through follow-up and cross-selling opportunities
  • Make proactive calls and visits to prospective and current bank customers
  • Meet monthly sales/contact goal requirements
  • Maintain working knowledge of products and services, to include loan and non-loan products
  • Ensure compliance with bank policies and regulations
  • Interact with Loan Officers. Branch Management, and support staff for collaborative business sales efforts
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