What are the responsibilities and job description for the Financial Services Specialist position at Equity Bank?
At Equity Bank, we're committed to providing exceptional financial services to our customers. As a Commercial Banker, you'll play a vital role in building and maintaining strong relationships with commercial clients, identifying their unique needs, and delivering tailored solutions to drive growth and success.
The ideal candidate will possess excellent interpersonal skills, a deep understanding of the commercial banking industry, and a passion for delivering outstanding customer service. With a focus on productivity, profitability, and quality of work, you'll be responsible for managing customer relationships, meeting or exceeding loan, fee income, and deposit growth goals, and maintaining accurate records and reports.
To succeed in this role, you'll need to demonstrate a strong ability to communicate effectively, think critically, and work collaboratively as part of a team. If you're a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply.
- Responsibilities:
- Customer Service
- Manage and service commercial customer relationships as assigned.
- Enhance client relationships through regular contact, providing a high level of customer service and demonstrating an understanding of their business and risk profile.
- Retain clients with acceptable risk profiles.
- Demonstrate an understanding, concurrence, and commitment to bank policies and procedures when managing client relationships.
- Productivity
- Meet or exceed loan, fee income, and deposit growth goals as agreed and assigned annually.
- Monitor market conditions and competitor impacts to maintain competitive and profitable relationships.
- Develop and maintain comprehensive knowledge of all commercial products, including loans, treasury management, trade service products, and deposits, to facilitate cross-selling and enhance the client experience.
- Demonstrate a strong understanding and working knowledge of loan documentation to mitigate risk to the bank.
- Maintain and monitor annual personal plan for growth goals and objectives.
- Conduct an active calling program for new business development, including proper planning.
