Sr. Sales & Service Officer - Coral Springs - BankUnited

SUMMARY: This is a sales-driven position that is responsible for achieving assigned sales and service goals by developing and leveraging both internal and external sales opportunities. Approximately 75% of time is spent in business acquisition mode. This position is also responsible for performing operational and servicing tasks within the branch, as needed. Expectation for a successful banker to spend 50% of their time inside the banking center and 50% of their time sourcing business externally.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

* Effectively utilizes various sales delivery channels in order to achieve goals.

* Uses customer portfolio to gain customer background and uses data to recognize and follow up on existing and future needs.

* Solicits cross-sales and opens new accounts according to guidelines. Cross-sells products or refers to appropriate business line to ensure customer needs are met.

* Develops new business and expand existing business through business and consumer customer contact meetings.

* Develops collaborative partnerships with other business lines within the bank.

* Solicits loan applications, obtains appropriate documentation, follows up and closes loans accurately the first time.

* Achieves overall individual deposit, loan unit, dollar, and non-interest income goals. Assists the Market Leader and branch team with meeting branch sales goals.

* Opens and processes all types of accounts, products, and/or services for clients after consulting with them on their specific needs. Assists clients whenever possible.

* Achieves a minimum customer service score and adheres to the highest level of service standards.

* Maintains an understanding of all current financial products, policies, procedures, regulations and compliance guidelines and adheres to same.

* Handles customer queries, special requests and problem resolution.

* Handles fund transfers between accounts, overdrafts, stop payments, fee reversals, etc.

* Approves specific check amounts, wire transfers, cashier checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management.

* Adheres to new account opening procedures to prevent fraud.

* Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).

* Adheres to Bank policies and procedures and completes required training.

* Identifies and reports suspicious activity.

EDUCATION

HS Diploma required, Associate's Degree, preferred or Bachelor's Degree preferred.

EXPERIENCE

* 5+ years successful, goal-driven branch sales experience required.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled