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Branch Relationship Specialist

2 months ago

Phoenix, Arizona, United States BankTalent HQ Full time
Job Title: Branch Relationship Banker

At BankTalent HQ, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive.

We're looking for experienced Teller/Banker FLOAT candidates to join our team for our Southeast market. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you.

Key Responsibilities:
  • Be proficient in Needs-Based Selling to prospective and established clients.
  • Handle inbound and outbound sales calls to prospective and established customers.
  • Assist managers in building and maintaining customer relationships.
  • Provide quality customer service while opening accounts, processing loans, and providing information related to general inquiries and client needs.
  • Support retail objectives and initiatives by capitalizing on business opportunities that influence the production of revenue and risk of loss.
  • Conduct assessments with clients to determine financial needs and make appropriate recommendations.
  • Ensure proper documentation is obtained and processing the proper forms for transactions.
  • May be required to cover Teller line during peak hours.
  • Work independently and perform well under deadlines.
Requirements:
  • High School Diploma or equivalent, along with 0-1 years' experience with sales (cross-sales and up-sales) and meeting sales goals.
  • 0-1 years' experience in at least two of the following areas: new accounts, teller, bookkeeping, or loan processing (an equivalent combination of education and experience may meet this qualification).
  • 0-1 years' experience using an on-line financial services system.
  • Strong interpersonal, verbal, and written communications skills.
  • This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
Benefits:
  • 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, Profit Sharing, competitive compensation in line with work experience.
  • Mental health benefits including coaching and therapy sessions.
  • Tuition Reimbursement for qualifying employees.
  • Employee Ambassador preferred banking products.