Branch Banking Client Platform Specialist

• Deposit Hunting & New Business Development:  Identify, research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs and present tailored deposit solutions.  Close new deposit relationships and transition them into long-term clients.  Maintain a structure pipeline with consistent movement toward conversion.  Expand relationships with existing clients to increase deposit balances and product penetration.   

• Sales Execution & Revenue Support:  Partner with internal sales teams to  support broader revenue initiatives.  Participate in coordinated sales campaigns and cross-sell opportunities.  Contribute to territory-level business development strategies. 

• Client Service & Compliance: Deliver high-quality client service throughout onboarding and ongoing relationship management.  Ensure all activities meet regulatory, compliance and operational standards.  Maintain accurate documentation, reporting and adherence to internal controls.   

ADDITIONAL ACCOUNTABILITIES 

• Conduct market research to identify high‑value prospects and emerging opportunities. 

• Execute systematic prospecting campaigns to generate new leads. 

• Develop customized deposit solutions aligned with client needs and organizational goals. 

• Deepen relationships with existing clients to drive additional deposit growth. 

• Execute territory‑based business development strategies to expand market presence. 

JOB REQUIREMENTS  

Required Qualifications: 

• Education level required: ​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent​ .

• Minimum experience required: ​6+ Years​ customer service and sales experience (including Financial Services Industry). 

• Ability to train and mentor others, including products and platform procedures. 

• Experience in participating in sales campaigns/promotions. 

• Experience with using and demonstrating digital products and self-service technologies. 

Job Competencies: 

• Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results.  Possesses a sense of urgency. 

• Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace. 

• Approachability - Is easy to approach and talk to.  Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious.  Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well. 

• Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.  Is a good listener and early knower, gathering informal and incomplete information in time to do something about it. 

• Priority Management - Spends his/her time and the time of others on what's important.  Can quickly sense what will help or hinder accomplishing a goal.  Eliminates roadblocks and creates focus.  Uses his/her time effectively and efficiently and values time.  Gets more done in less time than others and can attend to a broader range of activities. 

• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. 

• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. 

• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. 

• Physical demands (ADA): ​The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.​