Business Banking Specialist

City National Bank & Trust Oklahoma City, Oklahoma, United States

About this position

City National Bank and Trust

Job title: Business Banking Specialist

Status: Full time

 

Description: 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.

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

    • Qualifications:

  • 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

    • Education and Experience Required:

  • High School Diploma or equivalent; college degree preferred
  • No less than 2 years sales experience required
  • Previous business banking experience preferred

    • Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to drive and make outside visits to customer and branch locations
  • Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, carry or transport light weight equipment
  • Ability to sit or stand for extended periods of time
  • Close vision and ability to adjust focus

    • Other Duties:  Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.