Personal Banker

4 weeks ago

plano, United States The Intersect Group Full time

Financial Relationship Consultant


Summary: The Intersect Group is seeking a contract Teller/Personal Banker to work for our direct client for 5+ months and help manage the day-to-day operations of their customer-centric bank branches in Richardson & Plano.


Responsibilities:

  • Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
  • Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
  • Proactive customer outreach that is aligned to our high-touch / engagement model
  • Proactive phone calls to both existing and prospect customers
  • Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
  • Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc.
  • Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations
  • Assist in community awareness events to increase bank outreach and foster new business opportunities
  • Assist management with various operational duties and responsibilities
  • Abide by company policies, procedures, and regulatory compliance guidelines


Qualifications

  • Minimum of 2 years banking center experience preferred, including customer service, relationship management and cash handling
  • Knowledge of banking products and services including deposits, lending and other financial services
  • Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
  • Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
  • Proficient knowledge of Salesforce preferred
  • Proven customer service skills
  • Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
  • Excellent communication skills, both verbal and written, with the ability to speak concisely
  • Must be team-oriented
  • Ability to be influential and establish positive working relationships across the organization with various stakeholders
  • Knowledge of legal entity documentation preferred
  • Strong attention to detail and accuracy
  • Strong phone communication skills

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