Branch Engagement Banker (Platform Sales)
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At a glance
Job overview
OceanFirst Bank is hiring a Branch Engagement Banker (Platform Sales). The Branch Engagement Banker (Platform Sales) is responsible for achieving sales objectives in a professional environment, utilizing excellent benefits-driven sales skills and strong customer service. This role requires proficiency with web-based applications, banking software, and Microsoft Office Suite, along with the ability to adapt to new technology. The banker will also migrate customers to digital channels and demonstrate knowledge of bank products and services.
Key focus areas include Drive benefits-driven sales, Research and resolve customer issues, and Communicate and organize with attention to detail.
Successful candidates bring High School Diploma Or Equivalent, 2+ Years Bank Platform Sales Experience, and Flexible Schedule Availability. Important skills include Benefits-Driven Sales, Customer Service, Research And Resolve Customer Issues, Interpersonal, Communication, and Organization Skills.
Skills & qualifications
Skills
Qualifications
Full job description
What We Expect of You
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Excellent benefits-driven sales skill set; demonstrated ability to succeed in a sales environment.
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Excellent customer service skills with the ability to research and resolve customer issues and serve as point of escalation.
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Excellent interpersonal, verbal communication and organization skills and strong attention to detail,
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Presentation skills are needed to achieve sales objectives in a professional environment. Behavioral/technical skills.
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Strong analytical skills are needed to review sales objectives and identify business opportunities in a highly competitive and fast-paced environment.
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Competent with web-based applications, banking software, Microsoft Office Suite, and ability to adapt to technology for business related activities.
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Proficient in the migration of customers to the digital channels of the Bank.
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Demonstrated working knowledge of bank products and services and a proven knowledge of opening new accounts, i.e., checking, savings, etc.
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Demonstrated ability to successfully lead and guide staff.
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Must be able to work flexible schedules in accordance with the needs of the branch.
Your Qualifications
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High school diploma or equivalent is required.
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Minimum of 2 years successful bank platform sales experience.
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Teller-related experience preferred or 1-year prior cash handling.
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Leadership experience preferred.
Internal and External Contacts
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Internal contact with managers, inter-branch and departmental personnel as well as outside vendors
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External contact with existing customers and prospects of the Bank.
Working COnditions/Physical Requirements
Remain in a stationary position for extended periods of time. Ability to communicate in order to exchange information with individual customers. Ability to travel throughout the company footprint if required . Ability to navigate throughout the branch to facilitate customer requests and meet operational standards. Ability to operate a computer, phone and operationally essential equipment as required. Ability to handle money and position self to transport coin bags and boxes.
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