Banking Relationship & Lending Specialist

Choiceone-Bank; Holly (MI); On-site; USD 38,000 - 54,000; Full time

Job summary

ChoiceOne Bank is seeking a Universal Banker to provide exemplary customer service and build client relationships by recommending deposit, loan, and other banking products. The role includes processing day-to-day transactions and opening new personal and business accounts in line with bank policies.

You will educate customers on product options, drive sales using our disciplined process, and refer clients to other bank areas to deepen relationships while adhering to bank regulations and security

Qualifications

• High School Diploma or equivalent.
• Minimum 6 months cash handling experience.
• 1 year of customer service in banking, financial services or retail sales preferred.
• Successful completion of ChoiceOne’s Retail Advancement Program (RAP).

Responsibilities

• Provide excellent customer service and effectively resolve customer challenges.
• Educate customers on consumer deposit and lending products.
• Drive sales with a disciplined sales process and banking technology.
• Obtain referrals from customers and colleagues; deepen relationships across the bank.
• Adhere to operational, security, risk and regulatory policies and procedures.
• Demonstrate good judgement in sales, customer service, relationship management, and banking.
• Process day-to-day transactions as needed.
• Open new personal and business accounts in line with bank policies and regulatory requirements.

Skills

Communication

Analytical

Technical Skills

Quality

Quantity

Dependability

Flexibility

Initiative

Education

NMLS

Job description

ChoiceOne Bank is seeking a Universal Banker to provide exemplary customer service and build client relationships by recommending deposit, loan, and other banking products. The role includes processing day-to-day transactions and opening new personal and business accounts in line with bank policies.

You will educate customers on product options, drive sales using our disciplined process, and refer clients to other bank areas to deepen relationships while adhering to bank regulations and security