Branch Engagement Banker (Platform Sales)

OceanFirst Bank; Holmdel Township (NJ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Professional growth

Perks & discounts

Tuition assistance

Incentive pay

Paid time off

On-site fitness

Job summary

OceanFirst Bank is seeking a Branch Engagement Banker at our Holmdel, NJ location. The role focuses on meeting sales and service goals, expanding relationships, and delivering high-quality banking services to current and prospective customers.

You will partner with the Branch Manager to foster a results-driven sales environment, provide training, and help drive product growth through relationship acquisition at the Holmdel branch.

Qualifications

• Experience in relationship banking and driving sales through advisory conversations.
• Ability to identify new business opportunities and grow deposits and loans.
• Demonstrated coaching skills to motivate a sales team.
• Strong customer service orientation with accuracy in documentation.

Responsibilities

• Foster a relationship banking environment by using consultative selling to recommend banking products.
• Assist in identifying new business opportunities and close loans.
• Lead sales huddles, coaching sessions, and ensure team has tools and resources.
• Outbound calling to promote Bank products to customers and prospects.
• Ensure branch operations comply with bank policies and audit expectations.

Skills

Relationship Banking

Consultative Selling

Sales Coaching

Team Leadership

Customer Service

Prospecting

Job description

OceanFirst Bank is seeking a new Branch Engagement Banker at our Holmdel, NJ (Bell Works) branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience.

At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.

Great benefits include: professional growth opportunities, employee perks & discount programs, tuition assistance program, incentive compensation program, company holidays and paid time off, use of the on-site fitness facilities at Red Bank and Toms River headquarter offices, and more!

About The Role

Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals and objectives. Responsible for partnering with the Branch Manager and facilitating the sales environment that will result in the achievement of assigned sales and product growth goals through relationship acquisition and expansion with existing and prospected customer relationships. Internally and externally focused on building awareness, increasing knowledge levels and team member engagement that will result in increased qualified activities to drive sales production. Provide banking services ensuring the highest level of quality service is provided to current and prospective customers.

What You Will Do

• Fosters a relationship banking environment by utilizing consultative selling and profiling techniques to recommend appropriate products and services to new and existing customers to meet their needs and deepen and preserve the banking relationship.
• Assists the Branch Manager in contributing to the continuous growth of the branch by actively identifying new business development opportunities. Solicits new business and consumer loan applications, processes applications, and closes loans.
• Build and maintain a positive and motivating sales environment: Conducts sales huddles/meetings regularly, provides one-on-one coaching and training, assures that all team members have the necessary tools and resources, implements, and shares best practices, success stories and all key information discussed on weekly debrief calls.
• Outbound calling to customers and prospects to promote Bank products. Identifies sales opportunities for deposit and customer acquisition, Debit Cards, Credit Cards, NEST referrals, Wealth and Trust services, and consumer and business lending products, as well as other strategic sales goals as directed by management.
• Receives and responds to complex customer inquiries concerning Bank services and performs more complex account and record maintenance duties.
• Meets and exceeds annually all assigned sales goals as directed by Retail Management and provides support to the department in overall achievement of the department's goals.
• Manages branch sales reports to maximize resources and provide call lists.
• Assists Branch Manager with preparation and completion of all required operational and sales reports.
• Assists the Branch Manager in the oversight of daily branch operations to include, but not limited to teller transactions balance, prove cash drawer, night deposit vault, ATM, ITM as needed.
• Ensure branch staff are operating within established Bank policy and procedures and meeting audit expectations.
• Assists in coaching and cross-training staff members to build a well-rounded staff capable of meeting the needs of our customers.
• Understands compliance with all regulations governing the banking industry, as well as agency guidelines and organization policies. Adheres to Bank Customer Standards
• Provides notary services, if licensed.