Personal Banker
1 month ago
Financial Relationship Consultant
Summary: The Intersect Group is seeking a Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in Uptown Dallas.
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 Bank policies, procedures, and regulatory compliance guidelines
- May be asked to provide Saturday Banking Support
Qualifications:
- Minimum of 2 years banking center experience required, 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
- 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
- Proficient knowledge of Salesforce preferred
-
Personal Banker Team Lead
2 months ago
Dallas, United States Bank of Texas Full timeSummary Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker Team Lead. Job Description The Personal Banker Team Lead utilizes their talents and experience to ensure...
-
Personal Banker
1 month ago
Dallas, United States The Intersect Group Full timeFinancial Relationship ConsultantSummary: The Intersect Group is seeking a Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in Uptown Dallas.Responsibilities:Establish, retain and deepen customer relationships by executing relationship management strategies and performing...
-
Personal Banker
1 month ago
dallas, United States The Intersect Group Full timeFinancial Relationship ConsultantSummary: The Intersect Group is seeking a Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in Uptown Dallas.Responsibilities:Establish, retain and deepen customer relationships by executing relationship management strategies and performing...
-
Public Finance Banker
1 month ago
Dallas, United States Robert W. Baird & Co. Full timeWe are seeking an experienced, motivated, and talented individual to join our firm as a Public Finance Banker. Public Finance Bankers work as an integral part of the Public Finance Team, fostering new and existing client relationships. Possess a strong focus on client service, integrity, values, and trust. In collaboration with the team, aid in preparation...
-
Relationship Banker Bilingual in Spanish
1 month ago
Dallas, United States comerica Full timeRelationship BankerThe Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in...
-
Public Finance Banker Leader
1 week ago
Dallas, Texas, United States Robert W. Baird & Co. Full timeWe are seeking an experienced, motivated, and talented individual to join our firm as a Public Finance Banker. As a key member of the Public Finance Team, you will play a pivotal role in fostering new and existing client relationships.Key Responsibilities:Drive and lead transaction execution in collaboration with the Public Finance team, including financial...
-
Relationship Banker Bilingual in Spanish
2 weeks ago
Dallas, United States comerica Full timeRelationship BankerThe Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in...
-
Senior Personal Banker
5 months ago
Dallas, United States First Convenience Bank Full timeUnder immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.* Follow the established policies in accordance with the bank and the supervisor's direction* Accountable for the personal achievement of monthly new account production as assigned by upper management*...
-
Loan Assistant II
3 months ago
Dallas, United States Simmons Bank Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Loan Assistant II position provides support to the company's bankers by servicing, maintaining and updating loan documentation and loan files. The position requires substantial interaction with new and...
-
Loan Review Analyst I
2 weeks ago
Dallas, United States Hilltop Holdings Full timeJob Description PlainsCapital Bank is currently looking to hire a Loan Review Analyst I in Dallas, Texas. The Loan Review Analyst I will perform regular loan portfolio reviews on commercial, real estate and subsidiary portfolios to identify any potential credit weaknesses and to determine adequacy of the allowance for loan loss. Assesses adequacy and...
-
Risk Management
6 months ago
Dallas, United States JPMorgan Chase & Co. Full timeBring your expertise to JP Morgan Chase! As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and...
-
Customer Financial Solutions Specialist
6 days ago
Dallas, Texas, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is a leading financial institution dedicated to delivering exceptional customer experiences. As a Personal Banker, you will play a pivotal role in building strong relationships with customers and providing tailored financial solutions.Job ResponsibilitiesDevelop and execute strategies to acquire and deepen the...
-
Dallas Market President
1 month ago
Dallas, United States Broadway Bank Full timePosition : Dallas Market President | Division: Commercial Banking Work Days: Monday - Friday | Work Hours : 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking, and mortgage lending. Position Overview: The Dallas Market President...
-
Commercial Credit Underwriting Team Lead
2 months ago
dallas, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest growing...
-
Commercial Credit Underwriting Team Lead
2 months ago
Dallas, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest growing...
-
Commercial Credit Underwriting Team Lead
2 months ago
dallas, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest growing...
-
Dallas, United States Randolph Brooks Federal Credit Union Full timeJob Description and Requirements The RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in The Colony branch location starting at $20.00/hour! We are also offering a sign-on bonus for Branch Member Service Representatives! New hires will receive $250 in their first paycheck, $500 following 90 days of employment, and...
-
Teller
1 month ago
Dallas, United States comerica Full timeWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating Cultural HolidayFamily...
-
Client Service Associate
5 months ago
Dallas, United States Amegy Bank Full timeRetail Banking Teller Amegy Bank 064893 Requisition # At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied...
-
Commercial Relationship Manager
2 weeks ago
Dallas, United States Fifth Third Bank Full timeMake banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and...