Financial Center Relationship Banker

The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships utilizing a variety of business development strategies.
Responsibilities:
Conduct business development activities to achieve financial center sales and revenue goals

• Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients
• Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
• Participate in weekly coaching sessions with financial center leadership
• Conduct discussions with existing clients and prospects to understand  background and identify banking needs through effective profiling; clearly communicate potential solutions
• Participate in workplace banking events
• Cross-sell all products and services to meet clients’ needs and achieve strategic objectives and retention goals
• Refer to other lines of business in order to expand new and existing relationships
• Conduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility  in the community  and drive business to the financial center
• Cultivate partnerships across business lines to obtain and provide qualified referrals, and capitalize on secondary incentive plans
• Execute integrated sales, relationship, and credit strategies that are aligned with the financial center’s business plan
• Take ownership of the client experience including onboarding and resolve service issues as appropriate through follow-up from self and other Bank resources following client transactions
• Schedule periodic meetings and check-points with clients to provide value-added services

• High school diploma or equivalent education certificate (GED)

• Minimum of 3 years sales experience
• Minimum of 1 year experience in Retail or Financial sales

• This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background screening and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process.
• In accordance with Colorado law: Colorado pay for this position is anticipated to be between $40,388.77 - $64,517.54 , actual offers to be determined based on applicant’s skills, experience and education.

While the anticipated deadline for the job posting is 02-28-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.