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Banking Relationship Consultant

3 months ago

Marble Falls, United States First United Bank & Trust Full time

Position Overview

Are you someone who believes in treating every client as a valued member of your own family? Do you possess the ability to see the broader picture while identifying key priorities? If you excel at building positive and trustworthy connections with others, this role may be for you.

Key Responsibilities:

  • Serve as the primary contact for clients, ensuring their needs are met with First United Bank & Trust's array of products and services.
  • Foster and maintain strong relationships with clients, demonstrating a commitment to exceptional service and support.
  • Utilize creativity to address client needs and offer tailored solutions.
  • Consistently achieve and surpass performance objectives while actively participating in sales initiatives.
  • Conduct client interviews to understand their financial requirements and recommend appropriate banking solutions.
  • Assist clients with various transactions and inquiries, ensuring a seamless banking experience.
  • Engage in community events and bank functions to promote client appreciation and relationship building.

Qualifications:

  • High School Diploma is preferred; some college education is advantageous.
  • Experience in retail or customer service roles is desirable.
  • Strong cash handling skills are a plus.
  • Exceptional customer service abilities are essential.
  • Proficient in basic mathematics and problem-solving.
  • Ability to communicate effectively, both verbally and in writing.
  • Strong time management skills and the ability to work independently.
  • Critical thinking skills to identify solutions and make informed decisions.
  • Professional demeanor and ethical behavior in all interactions.

At First United Bank & Trust, we are dedicated to nurturing a culture of care within our communities. We strive to empower individuals to reach their fullest potential and achieve their goals. Join us in our mission to inspire and support our clients in their financial journeys.