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Associate Personal Banker

2 months ago

Fort Worth, Texas, United States Quality Talent Group Full time
About the Role

We are seeking a highly motivated and customer-focused Associate Personal Banker to join our team. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Provide proactive outreach and propose suitable products, services, and digital solutions to help customers achieve their financial goals
  • Assist customers with basic requests, such as opening new accounts, completing service requests, and submitting credit applications
  • Develop a deep understanding of our bank's products and services to effectively connect with customers' needs
  • Interact with customers to demonstrate care and build trust
  • Refer customers' financial needs to other bankers and partners as necessary
Requirements
  • 6+ months of customer-facing experience, or equivalent demonstrated through work experience, training, military experience, or education
  • Bilingual speaking and listening proficiency in Spanish/English
Preferred Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
What We Offer

We offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. We are committed to diversity, equity, and inclusion in the workplace and welcome applications from all qualified candidates.