Business Specialist - Murray Hill (Bilingual Chinese/English Preferred)

Flushing Bank • New York, NY

419d • $62,000 - $85,000

About The Position

The Business Specialist at Flushing Bank is responsible for performing sales and service functions for business customers, focusing on new accounts, loan applications, and cash management. This role involves mentoring branch team members, conducting financial needs assessments, and managing a portfolio of Premier clients. The Business Specialist aims to deliver exceptional customer service while achieving sales goals and maintaining compliance with banking regulations.

Requirements

• Bachelor's degree in business (preferred) or equivalent work experience.
• Minimum three years banking experience, preferably in Business Banking.
• Certification in Business Product knowledge and other training as required.
• Fundamental knowledge of accounting and business operations. Financial Analysis skills a plus.
• Microsoft Office competency.
• Investment (Series 6 or 7) and Life & Health insurance licensing strongly suggested.

Nice To Haves

• Exceptional verbal and written communication skills.
• Customer oriented, responsive, and thorough in pursuing leads and responding to service requests and inquiries.
• Professional expertise and experience to offer product recommendations that will help customers with their immediate financial needs.
• Highly driven to grow one's own personal capabilities by actively participating in opportunities to expand knowledge base.
• Superior organizational skills and excellent business development skills.
• Adaptable and flexible in duties, responsibilities and organizational change.

Responsibilities

• Achieve and surpass scorecard goals including checking unit and balance goals, credit application and booking goals, referral and cross-sell goals.
• Proactively source, acquire, retain, and deepen business customer relationships by maximizing sales and lending opportunities.
• Recommend appropriate solutions which may include a referral to the branch's designated Business Development Officer (BDO).
• Partner with the BDO as necessary to facilitate deposit acquisition and preparing or compiling credit applications and supporting documents.
• Utilize a consultative selling approach to understand client business and personal needs and financial goals; identify credit opportunities and offer appropriate solutions; refer to Investment partners when appropriate.
• Ensure a positive customer experience for all sales and service interactions.
• Participate in sales meetings, sharing best practices, and offering feedback to management on enhancing individual performance as well as supporting team performance.
• Maintain a business pipeline and participate in scheduled production reviews with managers and peers.
• Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required.
• Perform operational responsibilities as required by the branch manager.

Benefits

• Medical, Dental, & Vision Insurance
• Short Term & Long Term Disability
• Group Term Life
• 401K Plus Employer Match
• Paid Time Off
• 11 Paid Holidays
• Employee Referral Program
• Generous Incentive Programs
• Volunteer Opportunities
• Supportive Environment Focused on Learning and Advancement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree