WorkPlace Banking Specialist

Davita Inc.; Cleveland (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Workplace Banking Specialist in Cleveland, Ohio, to enhance product offerings and cultivate customer relationships. The role demands travel and weekend hours, focusing on innovative marketing and maintaining client engagements. Candidates should possess strong project management and communication skills, a BA/BS degree, and experience in personal banking.

Qualifications

• 5 years of experience in a related field.
• Experience in personal banking with an understanding of lending policies.
• Involvement in community and civic activities preferred.

Responsibilities

• Manage and support existing business relationships.
• Conduct on-site visits to potential new customers.
• Create onsite presentations based on client research.

Skills

Project Management

Communication

Customer Service

Multi-tasking

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future.

Position Title: Workplace Banking Specialist
Business Unit: Retail
Reports To: Manager of Workplace Banking

Position Overview:
This position is primarily responsible for working with local and regional banking personnel to implement strategies and initiatives that expand product offering to newly identified consumer groups beyond the traditional market. The incumbent works extremely closely with Commercial Regional Managers and Sales Managers to cross sell Workplace Banking to their respective customers. This position requires travel to non-bank site locations and non-traditional bank hours including weekends and evenings.

Primary Responsibilities:
Manages and supports existing business relationships while sourcing additional business prospects. Researches to identify prospective consumers of the corporation's services through community-of-interest on-site outreach and using that research to implement innovative methods of marketing corporate services to new customer bases.

Maintains client relationships to conduct on-site visits to access potential new customers and meets production and cross sales goals both externally and internally within the Workplace Banking area.

Internally, provides direction on identifying prospective new customers and developing strategies and plans to access venues that attract new potential customers.

Actively guides the efforts among branch personnel and internal business partners within to source and work referral opportunities.

Independently creates onsite presentations and site visits based upon research conducted on clients to facilitate Workplace Banking initiatives.

Makes cold calls and promotes the Bank's quality and services.

Maintains a prospective customer calling program by using referrals and other methods to identify potential customers and network referral sources according to Bank's policies and procedures.

Promotes the Bank's professional image through involvement with community organizations and events where potential customers may be present and centers efforts around promoting products and services within the boundaries of the current budget and time to develop new business relationships.

Serves as an advisor to branch personnel and business partners by attending internal meetings and conducts product training on Workplace Banking products and services.

Maintains and submits reports for business development activities as directed by the Manager of Workplace Banking.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Education:
BA or BS

Minimum Years Experience:
5

Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Ability to work and multi-task in a fast paced environment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a personal banking field and a basic understanding of financial institution lending policy and procedures
Experience in community and civic activities preferred

Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.

Physical Requirements:
Frequent driving (car, van, truck)

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.