Job Description

Position Title

Branch Banking Client Platform Specialist

Location

Roslyn, NY 11576

Job Summary

The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.

Job Responsibilities:

  • Deposit Hunting & New Business Development: Identify, research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs andpresent tailoreddepositsolutions. Close new depositrelationshipsand transition them into long-term clients. Maintain a structure pipeline with consistent movement toward conve...

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