Evans Bank Personal Banker in Williamsville, New York

Why work for Evans?

  • We’re the only locally-based full service, community financial institution that’s 100% focused on Western New York. That means everything you do as an employee helps Buffalo Niagara thrive.
  • As an Evans associate, you have the ability to positively contribute to the resurgence of our area through responsible decision making and meaningful product management.
  • We’re growing rapidly within Western New York and with nearly 100 years of finding a better way for our customers, we’re not going anywhere.
  • Evans offers an open and collaborative environment and believes that each associate plays a key role in the success of the organization.
  • Our flexible work environment allows for the ever-so-important work/life balance, and each associate is encouraged to volunteer in the community with volunteer paid time off.
  • Plus, Evans has been named to the Buffalo Business First Best Places to Work in Western New York list for three years running.

Ideal Candidate:

We're looking for a an individual with a passion for sales, while delivering a top notch customer experience! The ideal candidate is someone who thrives on daily customer interaction, demonstrates ability to identify customer needs, while seeking a long and rewarding career within retail banking.

Duties and Responsibilities

* Sales/Referral Responsibilities:*

  • Ensures personal sales/referral goals are attained.
  • Maintains strong knowledge of Evans Bank products and services to effectively refer product solutions across various business lines and achieve referral goals.
  • Manages own book of business.
  • Effectively utilizes the sales process through the use of the Sales Pipeline, Evans Rewards, On Boarding process, sales campaigns and call nights.
  • Assists customers in the account opening process, the interviewing of customers for loan requests and the closing of loans.
  • Works closely with the Assistant Branch Manager to build the internal sales culture at the branch.

* *Operations

  • Assists in the overall smooth and efficient operations of the branch.
  • Upholds all bank policies, procedures and banking regulations.
  • Assists in the timely completion of required branch reports in an accurate manner.
  • Assists in performing branch audits.
  • Assists the branch in receiving a satisfactory audit.
  • Provides customer’s access to safe deposit boxes.
  • Responsible for the overall branch when management is not available and acts as a management designee.
  • Cross-trained on Assistant Branch Manager and Head Teller duties and responsibilities. Acts in those roles when needed.

Other Responsibilities:

  • Participates in activities to enhance public awareness of Evans Bank in the community.
  • Takes advantage of educational opportunities that exist.
  • Has approval authority for official bank checks and internal bank documents within prescribed limits.
  • Participates and provides input at staff meetings.
  • Adherence to established regulatory requirements.

Position Requirements

* Education/Experience/Certification*

  • Associates degree or equivalent experience.
  • 2-4 years of inside/outside sales experience with the proven ability to:
  • Sell/refer products and services to customers and non-customers.
  • Plan, develop and execute on a personal sales plan.
  • Customer Service Excellence
  • Notary Public or ability to attain within six months.
  • FINRA Series 6 & 63 license and New York State Life/Health/Accident license, or ability to attain as directed by management

Skill Requirements

  • Intermediate knowledge of Microsoft Word and Excel.
  • Strong knowledge of all bank products and services.
  • Excellent communication and interpersonal skills.
  • Sound decision-making capabilities.

Job Location: Williamsville, New York, United States

Position Type: Full-Time/Regular

Tracking Code: 337-018