Homeoffice Client Relations Representative bei Stearns Bank

At Stearns Bank, we’re helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we’re currently looking for a Client Relations Representative. This is a fully remote position.

Come see how we’re doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all.

Benefits

Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That’s why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include:

• Employee Stock Ownership Plan & 401k Plan 
• Healthcare (Medical, Dental, Vision, Telehealth, Life insurance)
• 12-week Paid Medical Leave
• Paid Parental Leave: 21-weeks Primary Care Parent, 14-weeks Secondary Care Parent
• $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, down payment assistance
• PTO from 13 to 23 days depending on tenure. Cashout and Carryover options.
• 10 Days Sick Time
• 11 Paid Holidays
• 4 Days Volunteer Time
• 2 Days Self Allowance Time
  • Tuition Assistance

For this position, we anticipate an annual rage between $60,000 - $70,000. 

Final employment offers will be dependent upon the selected candidate’s relevant qualifications and experience.

JOB SUMMARY

Responsible for following up and generating additional sales with current customers as well as developing referrals on a continual basis.

RESPONSIBILITIES

• Develops and maintains a list of current clients to generate additional sales. Clients must be contacted on a regular basis by phone and followed up with mailings.
• Maintains a persistent cadence with customers by phone, emails, texts, mail, and occasional visits.
• Generates new leads by asking for referrals from current clients and vendors.
• Ability to see opportunities to cross sell Stearns Bank products; EFD, SBA, Deposits.
• Demonstrates excellent customer service skills.
• Demonstrates excellent sales skills and ability to sell the product. Continues to enrich skills through ongoing learning and training.
• Seek growth opportunities withing industry documents.
• Coordinates the activities involved in the administration of setting up a new lease/sales contract/modification such as entering a customer application, sending out legal finance documents, and requesting appropriate documents.
• Calculates payment options for the customer using T-Value, a rate card and/or a HP calculator.
• Ability to communicate optimally and structure payment terms with the customer on credit decisions, negotiations, document signing & funding.
• Demonstrates accuracy in reviewing contract documents prior to sending to the customer. Managing the customer transaction from start to finish as it flows from department to department. Responsible for making sure the transaction closes in a timely manner and to customer expectations.
• Demonstrates excellent time management skills. Ability to prioritize when multi-tasking as well as effectively using grids to help with organization.
• Understands the concept of equipment financing and stays on the cutting edge of current trends.
• Ability to collaborate across departments within the organization as needed.
• Perform the necessary duties for Portfolio Management – outgoing calls, completing risk assessments, collecting payments/fees, and monitoring estimated customer risk.
• Attends and contributes to sales meetings.
• Maintains a good working relationship with all employees and demonstrates partnership, including backup support as needed.
• Keeps accurate documentation of daily activities by using internal systems, follow-up reports and monthly summary reports.
• Maintains a solid understanding of the software programs associated with daily activities such as T-Value, Info-Lease, Microsoft Office, Aspire, FiTech, Sales Force.
• Collaborate with leadership to establish sales goals and metrics.
• Develops and strives to attain person goals for oneself.
• Participates in the training and development of new department personnel.
• Loss prevention and security as applicable for this position.
• Performs related work and training as the need arises.
• Maintain a solid understanding of all legal and regulatory compliance issues as they pertain to this position.

REQUIREMENTS

• Occasionally lift and/or move up to 10 lbs.  
• Literacy in English.
• Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear.
• Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.

QUALIFICATIONS

• Associate degree (A.A.) or equivalent from a two-year college or technical school; or two years related experience and/or training; or equivalent combination of education and experience.  
• Strong oral communication skills.
• Excellent customer relation skills.
• Strong digital literacy, including Microsoft Excel and Word.
• Flexible.

THE COMPANY

Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country’s top-performing banks and “Best Banks to Work For” by American Banker.

As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www. StearnsBank.com

EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.