Division: Retail Banking
Department: My Banker (various)
Reports to: SVP, MyBanker Leader or FVP, MyBanker Team Leader
Location: Westfield, MA
Provides direction and overall leadership, focusing on affluent clients, delivering on Berkshire Bank's franchise power. Works collaboratively with MyBanker Leader to ensure alignment and the proper prioritization to achieve short and long-term business strategies and objectives. Builds internal and external visibility with other lines of business within the organization including Commercial Lending, Retail Banking, Mortgage Lending, Insurance and Wealth Management. Builds a referral network to ensure a stream of new business prospects.
Provides full-service banking to high value clients and oversees a portfolio of simple and/or packaged product account relationships.
Consults with new and existing clients' regarding their financial needs following a diagnostic sales and service approach. Identifies sales opportunities and follows through to close; deepens customer relationships through cross-selling. Direct sales include Investments, Insurance, Commercial and Retail products.
Interacts daily with client base at bank branches, clients' homes and places of business to provide a high touch personalized customer experience with availability seven (7) days.
Works directly with the MyBanker Leader, to develop consistent and specific sales strategies, priorities, targets, performance standards, marketing plans and accomplishments. Proactively builds internal and external visibility with other lines of business within the organization.
Continually builds a network of internal and external centers of influence to further enhance the client experience and to exceed customer's expectations.
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.
Extensive travel may be required to meet with clients and/or to attend business line meetings*
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act*
5+ years' experience in a financial sales environment with proven results.
Demonstrated ability to lead and manage sales force; proven coaching skills.
Demonstrated experience servicing the needs of high net worth individuals with premier level of customer service
Commercial/business banking experience
Skills & Knowledge:
Ability to set strategic direction and deliver business solutions.
Demonstrates a high level of AMEB Leadership Behaviors
Strong Client Management Skills
Strong business development skills.
Extensive understanding of financial markets.
Excellent verbal and written communication skills necessary to interact with personnel at all levels of the organization.
Ability to work nights and weekends
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.