Full Job Description
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about.
The Premier Banker serves as the relationship manager for assigned affluent and high-potential mass affluent customers by providing them guidance and navigation towards solutions that meet their particular needs. The Premier Banker also manages and increases a high-value book of business through proactive acquisition, cross-sell, and related activities.
Manages and grows a book of affluent and mass affluent customers
Initiates conversations with customers and takes a proactive approach to retain and grow the existing customer book of business and add new customer relationships to the book of business
Adheres to CIT/OneWest Bank performance culture and process
Conducts business accurately, ethically and always in the best interest of the customer
Meets individual and branch sales goals as assigned
Establishes community Centers of Influence (e.g. attorneys, real estate agents, CPA's) to partner with and identify additional customer banking opportunities where appropriate
Consistently engages customers to establish OneWest Banks "One Customer at a Time" standard
Grows customer relationships by serving as the primary contact, notating what was learned, and always following up on customer expectations
Provides an outstanding customer service experience by leveraging OneWest Bank's EmpowerU performance culture in each interaction
A Premier Banker's book of business is defined as assets in the categories of total deposits (consumer and business deposits).
3+ years of relevant banking experience with previous experience as a Personal Banker or equivalent
Experience in providing excellent customer service and leveraging resources such as technology channels, lending and business banking, ,to appropriately align products and services
Proven relationship management skills and experience along with excellent customer service acumen
Experience in reviewing and analyzing customer information to consistently identify customer needs and create solutions as appropriate
Ability to work in a team based environment
Must be able to proactively oversee the customer book of business as well as manage and process information through a contact management system