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Job Description
OceanFirst Bank is seeking a new Branch Engagement Banker (Platform Sales) at our Philadelphia (Center City - Market Street), PA branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience. At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business. Great benefits include: professional growth opportunities, employee perks & discount programs, tuition assistance program, incentive compensation program, company holidays and paid time off, use of the on-site fitness facilities at Red Bank and Toms River headquarter offices, and more! Apply today to #BecomeOceanFirst and make an impact in the local community!
ABOUT YOUR ROLE
Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals and objectives. Responsible for partnering with the Branch Manager and facilitating the sales environment that will result in the achievement of assigned sales and product growth goals through relationship acquisition and expansion with existing and prospected customer relationships. Internally and externally focused on building awareness, increasing knowledge levels and team member engagement that will result in increased qualified activities to drive sales production. Provide banking services ensuring the highest level of quality service is provided to current and prospective customers.
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WHAT YOU WILL DO
- Fosters a relationship banking environment by utilizing consultative selling and profiling techniques to recommend appropriate products and services to new and existing customers to meet their needs and deepen and preserve the banking relationship.
- Assists the Branch Manager in contributing to the continuous growth of the branch by actively identifying new business development opportunities. Solicits new business and consumer loan applications, processes applications, and closes loans.
- Build and maintain a positive and motivating sales environment: Conducts sales huddles/meetings regularly, provides one-on-one coaching and training, assures that all team members have the necessary tools and resources, implements, and shares best practices, success stories and all key information discussed on weekly debrief calls.
- Outbound calling to customers and prospects to promote Bank products. Identifies sales opportunities for deposit and customer acquisition, Debit Cards, Credit Cards, NEST referrals, Wealth and Trust services, and consumer and business lending products, as well as other strategic sales goals as directed by management.
- Receives and responds to complex customer inquiries concerning Bank services and performs more complex account and record maintenance duties.
- Meets and exceeds annually all assigned sales goals as directed by Retail Management and provides support to the department in overall achievement of the department's goals.
- Manages branch sales reports to maximize resources and provide call lists.
- Assists Branch Manager with preparation and completion of all required operational and sales reports.
- Assists the Branch Manager in the oversight of daily branch operations to include, but not limited to teller transactions balance, prove cash drawer, night deposit vault, ATM, ITM as needed.
- Ensure branch staff are operating within established Bank policy and procedures and meeting audit expectations.
- Assists in coaching and cross-training staff members to build a well-rounded staff capable of meeting the needs of our customers.
- Understands compliance with all regulations governing the banking industry, as well as agency guidelines and organization policies. Adheres to Bank Customer Standards
- Provides notary services, if licensed.
Requirements
WHAT WE EXPECT OF YOU
- Excellent benefits-driven sales skill set; demonstrated ability to succeed in a sales environment.
- Excellent customer service skills with the ability to research and resolve customer issues and serve as point of escalation.
- Excellent interpersonal, verbal communication and organization skills and strong attention to detail,
- Presentation skills are needed to achieve sales objectives in a professional environment. Behavioral/technical skills.
- Strong analytical skills are needed to review sales objectives and identify business opportunities in a highly competitive and fast-paced environment.
- Competent with web-based applications, banking software, Microsoft Office Suite, and ability to adapt to technology for business related activities.
- Proficient in the migration of customers to the digital channels of the Bank.
- Demonstrated working knowledge of bank products and services and a proven knowledge of opening new accounts, i.e., checking, savings, etc.
- Demonstrated ability to successfully lead and guide staff.
- Must be able to work flexible schedules in accordance with the needs of the branch.
YOUR QUALIFICATIONS
- High school diploma or equivalent is required.
- Minimum of 2 years successful bank platform sales experience.
- Teller-related experience preferred or 1-year prior cash handling.
- Leadership experience preferred.
- Valid NMLS Registration required.
Internal and External Contacts
- Internal contact with managers, inter-branch and departmental personnel as well as outside vendors
- External contact with existing customers and prospects of the Bank.
Working Conditions/Physical Requirements Remain in a stationary position for extended periods of time. Ability to communicate in order to exchange information with individual customers. Ability to travel throughout the company footprint if required. Ability to navigate throughout the branch to facilitate customer requests and meet operational standards. Ability to operate a computer, phone and operationally essential equipment as required. Ability to handle money and position self to transport coin bags and boxes. |
OceanFirst Bank
paid time off, tuition assistance
Jul 01, 2025