Branch Relationship Banker

3 weeks ago

Dallas, Texas, United States BankTalent HQ Full time
Job Title: Branch Relationship Banker

At BankTalent HQ, we are seeking a highly skilled and motivated Branch Relationship Banker to join our team. As a key member of our banking center, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities:
  • Provide full-service banking services to new and existing customers, with a primary focus on sales and service.
  • Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center.
  • Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns.
  • Execute the sales discovery process and manage customer relationships.
  • Conduct assessments with clients to determine their financial needs and make appropriate recommendations.
  • Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed.
  • Execute inside/outside sales calls to prospects and established customers.
  • Establish, expand, and maintain strong customer relationships by providing extensive, personalized service focused on specific needs of each banking customer.
  • Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss.
  • Perform all duties in compliance with laws, regulations, and bank policies and procedures.
  • Resolve client concerns through direct personal action or referral to alternative branch or bank resources.
  • Adhere to the bank's security policies while maintaining 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.
  • Perform other duties as assigned.
Requirements:
  • High school diploma or equivalent.
  • 2+ years' experience in banking, new accounts, sales, loan processing, Teller 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.
Benefits:

At BankTalent HQ, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. 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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