Personal Banking Specialist

2 weeks ago


Katy, Texas, United States BankTalent HQ Full time

At BankTalent HQ, our commitment to fostering a diverse and inclusive environment is paramount. We believe that our success in serving clients stems from the varied backgrounds and experiences of our team members. We are currently seeking an experienced Branch Relationship Banker to deliver exceptional customer service to our clientele.

Key Responsibilities:

  • Deliver comprehensive banking services to both new and existing clients, emphasizing sales and service excellence.
  • Accurately process all financial transactions in a timely manner, adhering to established guidelines.
  • Facilitate the opening of new accounts, updates to existing accounts, and the issuance of ATM cards, as well as managing consumer loans.
  • Engage in the sales discovery process and nurture customer relationships.
  • Assess clients' financial needs and provide tailored recommendations.
  • Refer clients to additional bank products and services as appropriate, including commercial lending options.
  • Conduct sales outreach to potential and existing customers.
  • Build and maintain strong customer relationships through personalized service.
  • Support retail initiatives aimed at maximizing business opportunities and minimizing risks.
  • Ensure compliance with all relevant laws, regulations, and internal policies.
  • Address client concerns directly or by coordinating with other bank resources.
  • Maintain confidentiality of bank records and client information in line with security policies.
  • Regularly meet with management to discuss progress towards individual and branch objectives.
  • Perform additional duties as required.

Qualifications:

  • High school diploma or equivalent.
  • Minimum of 2 years' experience in banking, sales, or related fields.
  • Experience in a financial sales role with knowledge of consumer lending processes is preferred.
  • Strong background in banking and sales is advantageous.
  • Experience in meeting sales targets is preferred.
  • Proficient in mathematical calculations and familiar with standard banking products and services.
  • Excellent customer service, communication, and relationship-building skills.
  • Effective sales and referral capabilities.
  • Strong problem-solving and negotiation skills.
  • Attention to detail and time management skills are essential.
  • Basic computer proficiency is required.

Work Schedule:

  • This is a full-time position with a standard workweek.
  • Flexibility in scheduling is necessary.

Benefits:

At BankTalent HQ, we prioritize the well-being of our employees and their families. Our benefits are designed to support your health and career growth:

  • Comprehensive medical, dental, and vision insurance.
  • Life and disability insurance, along with paid parental leave.
  • Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
  • Paid training and time off, including federal holidays.
  • 401(k) plan with company matching and profit-sharing opportunities.
  • Mental health support, including coaching and therapy sessions.
  • Tuition reimbursement for eligible employees.

BankTalent HQ is dedicated to fostering a supportive and rewarding work environment.



  • Katy, Texas, United States BankTalent HQ Full time

    About Us: At BankTalent HQ, we prioritize our people and culture, understanding that our success is rooted in a diverse and inclusive environment. We believe that every individual contributes to our mission of delivering exceptional service to our clients. Position Overview: We are seeking an experienced Branch Relationship Banker to deliver outstanding...

  • Personal Banker

    3 hours ago


    Katy, Texas, United States Wellby Full time

    Job SummaryWe are seeking a highly skilled and motivated Personal Banker to join our team at Wellby. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our members, while also driving sales and promoting our products and services.Key ResponsibilitiesCustomer Service: Provide prompt and...


  • Katy, Texas, United States Holiday World RV Full time

    Senior Accounting SpecialistKey Responsibilities: Manage General Ledger entries with precisionConduct thorough reconciliations of accounts receivable and payablePerform bank reconciliation tasksOversee daily deposit reconciliationsExecute month-end closing processesRecord unit sales accuratelyFulfill additional responsibilities as requiredCore...


  • Katy, Texas, United States Sevita Full time

    About SevitaSevita is a leading provider of home and community-based specialized health care. We believe that everyone deserves to live a full, more independent life. Our mission is to provide people with quality services and individualized supports that lead to growth and independence, regardless of the physical, intellectual, or behavioral challenges they...


  • Katy, Texas, United States Surface Experts Full time

    Join Surface Experts as a Maintenance Repair SpecialistAs a Maintenance Repair Specialist, you will be an integral part of our team, responsible for ensuring high-quality service and customer satisfaction. Your role will involve:Hands-On Experience: Utilize your practical skills developed through previous work in construction, manufacturing, or personal...


  • Katy, Texas, United States UTHealth Houston Full time

    Position Overview:UTHealth Houston Cinco Ranch Multispecialty Clinic is seeking a dedicated Healthcare Support Specialist to enhance their professional team. Role Responsibilities:The Healthcare Support Specialist will engage with pediatric patients and various specialists. Candidates with prior experience in outpatient settings, particularly with children,...


  • Katy, Texas, United States A Hug Away Full time

    About A Hug Away A Hug Away is a dedicated home health and hospice agency committed to providing compassionate and personalized care to individuals in need. We strive to create a supportive and nurturing environment for both our patients and our team members. Office Operations Specialist We are seeking a highly organized and detail-oriented Office...


  • Katy, Texas, United States Christian Brothers Automotive Full time

    Position Title:Automotive Service SpecialistOverview:Join a thriving team at Christian Brothers Automotive, where we prioritize a family-like atmosphere for our technicians. Our facilities are known for their high volume and commitment to excellence in automotive repair.Job Summary:We are seeking passionate and enthusiastic Automotive Service Specialists who...


  • Katy, Texas, United States SpinXpress Full time

    Job OverviewSpinXpress is seeking a committed and customer-focused Facility Specialist to enhance our operations.As a Facility Specialist, your primary duties will encompass ensuring accurate order processing, maintaining a clean and organized workspace, and providing essential support to our patrons during their visits.This entry-level position offers a...


  • Katy, Texas, United States Memorial Hermann Health System Full time

    Memorial Hermann Health System is in search of a Rehabilitation Specialist to join our dedicated team.Position OverviewSpecialty: Rehabilitation TherapyDiscipline: Therapeutic ServicesDuration: Ongoing40 hours per weekShift: 8 hoursEmployment Type: StaffAt Memorial Hermann, we are committed to delivering exceptional healthcare while ensuring a supportive...


  • Katy, Texas, United States Life Time Fitness Full time

    **Job Summary:**We are seeking a highly skilled and passionate Chiropractor to join our LifeClinic team. As a Chiropractic Specialist, you will play a vital role in delivering exceptional patient care and promoting preventative measures to optimize health and well-being.**Key Responsibilities:**Screen patients for physical risk factors and address...


  • Katy, Texas, United States Memorial Hermann Health System Full time

    Position OverviewThis role is focused on conducting ultrasound examinations to assist healthcare providers in diagnosing and managing patient care. We are looking for a dedicated full-time Vascular Ultrasound Specialist with RVT credentials to enhance the operations of our imaging department.Essential QualificationsEducation: Completion of a recognized...


  • Katy, Texas, United States Butterfly Effects Full time

    About the RoleWe are seeking a highly motivated and compassionate ABA Intervention Specialist to join our team at Butterfly Effects. As a Child Development Therapist, you will play a vital role in providing high-quality ABA therapy to children with autism and their families.Key ResponsibilitiesDevelop and implement individualized ABA treatment plans to meet...


  • Katy, Texas, United States Memorial Hermann Health System Full time

    Position OverviewThe Registered Clinical Nutrition Specialist plays a vital role in delivering evidence-based nutritional therapy to patients across various age groups who are identified as having nutritional vulnerabilities. This position entails evaluating dietary requirements, implementing medical nutrition interventions, and providing nutritional...


  • Katy, Texas, United States Evergreen Cottages Provincial LP Full time

    Job OverviewPosition Summary: The role of a caregiver is essential in providing holistic support to residents, ensuring their comfort and well-being. As a Universal Support Specialist, you will be engaged in various tasks that contribute to the quality of life for those in your care.Key Responsibilities:1. Personal Care: Assist residents with daily living...


  • Katy, Texas, United States Reliant Healthcare Group Full time

    Overview: The Clinical Staffing Specialist plays a crucial role in identifying and recruiting exceptional clinical and administrative personnel for our organization. Key Responsibilities: Utilize diverse sourcing methods to discover qualified healthcare professionals (including BCBA, RBT, RN, LVN, OT, PT, ST) and administrative staff through job platforms,...


  • Katy, Texas, United States TMEIC Corporation Americas Full time

    Job Title: Facilities Operations and Maintenance SpecialistGeneral Overview: This role is essential in ensuring that all facilities, building services, and production equipment are compliant with regulations and function efficiently. The specialist will perform essential maintenance and repairs while coordinating with external service providers when...


  • Katy, Texas, United States Memorial Hermann Health System Full time

    About UsAt Memorial Hermann, we share a unified mission of providing exceptional, efficient healthcare while ensuring outstanding experiences for every individual in our community. We believe that every member of our community includes our dedicated employees. We recognize that when our staff feels valued, heard, and cared for, they are motivated to create...


  • Katy, Texas, United States Murray Resources Full time

    Job Overview Murray Resources is currently seeking a proficient CNC Machining Specialist to manage and operate a variety of lathe machinery within a reputable custom spring manufacturing environment. The successful candidate will possess extensive knowledge and expertise in handling diverse industrial equipment. This role is crucial in supporting production...


  • Katy, Texas, United States Comfort Keepers Katy, TX Full time

    Become a vital part of Comfort Keepers, where we specialize in providing compassionate in-home care services for seniors. Our mission is to improve the quality of life for our clients and their families by delivering exceptional care and support. The Caregiver Staffing Specialist will play a crucial role in the recruitment, orientation, onboarding,...