Branch Relationship Banker
2 weeks ago
At BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional service to our clients. We're seeking a highly skilled Branch Relationship Banker to join our team at our Hulen banking center in Fort Worth, TX.
Key Responsibilities:- Provide top-notch customer service to new and existing clients, with a focus on sales and service.
- Process financial transactions accurately and efficiently, within established authorized limits.
- Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client service concerns.
- Execute the sales discovery process and manage customer relationships.
- Conduct assessments with clients to determine their financial needs and make recommendations.
- Make referrals for other bank products and services, including commercial lending products.
- Establish, expand, and maintain strong customer relationships through personalized service.
- Support retail objectives/initiatives to capitalize on business opportunities.
- Perform all duties in compliance with laws, regulations, and bank policies and procedures.
- Resolve client concerns through direct action or referral to alternative resources.
- Adhere to the bank's security policies and maintain confidentiality of bank records and client information.
- Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and banking center goals.
- High school diploma or equivalent.
- 2+ years' experience in banking, new accounts, sales, loan processing, or other directly related experience.
- Previous experience in a financial sales representative-oriented role with knowledge of consumer lending applications processes and procedures preferred.
- Strong banking and sales experience preferred.
- Meeting sales goals and/or sales referral goals experience preferred.
- Proficient knowledge of mathematical calculations and standard banking products, services, and transactions.
- Strong knowledge of all retail products and services.
- Strong customer service, interpersonal, communication, and relationship building skills, both verbal and written.
- Effective selling, cross-selling, and referral skills.
- Strong problem-solving and negotiation skills.
- Strong attention to detail and time management.
- Proficient in basic computer skills.
At BankTalent HQ, we strive to create value for our customers, communities, employees, and shareholders. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
- Medical, Dental, and Vision Insurance - START DAY ONE.
- Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
- 401(k) plan with company match and Profit Sharing.
- Mental health benefits, including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
- Employee Ambassador preferred banking products.
- Competitive compensation in line with work experience.
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