First Security Bank offers career opportunities for diverse, professional, and energetic individuals who foster a culture that values critical thinking, problem solving and who execute operational excellence.

Important Information Regarding Application Process: Please note that we do not accept resumes and encourage applicants to include work history on our formal application available via the "Apply Now" link. *Data from resume cannot be downloaded into application. We invite you to view additional job opportunities at https://www.fsbank.com/about/join-us/.

Summary

Cultivate new and maintain existing relationships with community in designated market. Communicate, instill company values and our culture to potential gold club members. Plan and execute client domestic/international travel, event logistics and preparation and delivery of events. Maintain relationship with current members. Develops business banking strategies in order to sell products and services to revenue-generating prospective clients. This position requires employees to work on-site

QUALIFICATIONS |EDUCATION | EXPERIENCE | SKILLS | AVAILABILITY

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within are representative of the knowledge, skill, and/or ability required.

Required

High school diploma or general education degree (GED)
3-5 years of banking and/or community business development, or;
Similar experience in organizing complex projects, working with vendors/business partners within the community, organizing and supervising group domestic/international travel.

Additional Preferred Experience And Skills

Ability to complete multiple projects simultaneously, meeting deadlines, and strong communication skills.
Ability to make presentations and speak to large groups of people.
Willingness to work with vendors and booking international and domestic travel.
Able to work under pressure and gain knowledge to learn travel industry, policies, procedures and processes.
Ability to travel to other markets as needed and participate in domestic and international travel.

HOURS OF AVAILABILITY: Regularly Scheduled Hours/Week: approximately 29 hours

Monday - Friday 8:00 am - 9:00 pm | *Position will require extended working hours to include weekends and overnight domestic/international trips.

Essential Duties And Responsibilities

Daily Duties: Work on current events or upcoming trips. Review new account report. Contact potential Gold Club members.

Weekly Duties: Meet with potential or current members. Send out invitations, flyers, welcome letters, and cards recognizing birthdays or anniversaries.

Monthly Duties: Conduct meetings to introduce Gold Club Membership and plan future trips, plan various day trips throughout the year. Attend all day trips and attend an average of approximately 5 overnight domestic/international trips per year.

Maintain strict privacy regarding customer account information. Maintain customer confidence and protect bank operations by keeping information confidential.
Provide customers with exceptional customer service and executes operational excellence. In person: Greet every customer with a smile, maintain eye contact, call them by name, stay connected in conversation and let them know they are appreciated. When on the telephone: Speak with a smile, call them by name, stay connected in the conversation and let them know they are appreciated.
Facilitate and maintain communication between Market President, lending and marketing team. Partners with various departments to develop leads and referrals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Review business development goals with Market President. Meets or exceeds business development goals. Support management decisions and goals in a positive, professional manner and represents the Bank with high level of integrity.
Make quality referrals to other business lines such as Mortgages, Investments, Cash Management and Lending.
With management, proactively develop strategies to cultivate and implement initiatives that increase First Security Bank’s visibility within the surrounding community.
Nurture new and old relationships with collaborative partners. Constantly communicate and exchange information with internal and external customers effectively by answering questions in person or on the telephone and refer customers to other bank services as necessary.
Maintain a strong knowledge of business credit, deposit and cash management products and services.
Coordinate seminars (i.e. fraud prevention) for the community by choosing suitable venue, selecting speakers, creating agendas and reviewing technical needs.
Maintain and keep valid travel documents for meeting domestic/international travel requirements such as, but not limited to, passport, VISAs, and vaccination.
Organize travels from begining to end. Arrange day and overnight trips through our vendors. Negotiate and pay all invoices. Handle all aspects of the travel before presenting the travel package to customers. Arrange transportation including flights and ground transportation and booking lodging.
Confirm final travel details and compile essential logistical information into binders for travelers prior to departure. Ensure all travel arrangments are accurate, ensuring they align with company's goals.
Document and track event planning status. Create and send accurate pre-event documents to travelers as needed (meeting invites, event handbook, and welcome and departure letters).
Keep track of events and maintain accurate records of traveler names, details, and special requests.
Process payment from customer, per bank policy. Track requests for extra traveler costs.
Maintain relationship: Meet with active Gold Club customers, at a minimum, every other month (breakfast or lunch meetings). Maintain productive, professional relationships with vendors and agents.
Meet with potential Gold Club customers to review membership and foster relationship building.
Keep customers aware of new banking products and future Gold Club activities.
Be active in the community by attending events that target 50+ attendees.
Maintain member listing by adding new members, and sending appropriate letters and information.
Connect with key employees at each location, and keep employees informed of upcoming travel packages and activities.
Create newsletter, publication, invitation, and fliers for the particular market. Send welcome letters to new members and make contact by phone.
Recognize Gold Club Member birthdays and anniversaries.
Solicit new banking business or inviting potential new members to meetings.
Review new accounts daily to determine if clients qualify for membership or if current Gold Club client has been solicited for membership.
Able to logically comprehend and execute detailed written or oral instructions while maintaining Bank Better Standards.
Operate computer, keyboard, telephone, scanner, and copier. Strong computer skills including general knowledge in MS Office Outlook, typing, and 10-key. Strong understanding of internet. Proficiency with internal bank software and ability to navigate between multiple systems and web browsers will be required.
Must be able to arrive at work on time, work on-site and work cooperatively with other coworkers.
Complete all online compliance Teal Training courses timely.
Additional duties may be assigned or required by management.

SUPERVISORY RESPONSIBILITIES: This position has no supervisory responsibilities.

Soft Skills

Foster a culture that values critical thinking and problem solving, engagement, inclusion, diversity, and execute operational excellence. Establish a positive and productive work relationships; able to generate trust, ability, and willingness to give and receive honest, balanced feedback. Willingness to adhere to a strict ethical code of conduct.

PHYSICAL DEMANDS AND WORK ENVIRONMENT INFORMATION

Physical Demands

The employee must possess sufficient mobility to work in and move about in a standard office setting as well as for domestic and interational travel. Have sufficient hand, arm, and finger dexterity to operate a computer keyboard and other office equipment. Substantial time may be spent on the telephone and working on a computer, sitting and/or standing. The employee must have the ability to hear and articulate well enough to carry on a normal conversation, both in person and over the telephone. Visual abilities required by this job include the ability to read materials in either a printed format or on a computer screen. The employee must occasionally lift and move up to 10 pounds.

The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Mental Demands

The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. Ability to handle the stresses of domestic and international travel in a group setting. The employee must have the ability to maintain confidentiality and professionalism in all situations. The position also requires the ability to read and interpret documents and draft written communications.

EEO/AA/M/F/Vet/Disability

First Security Bank

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