Customer Relationship Banker

2 weeks ago

Katy, Texas, United States BankTalent HQ Full time

About Us: At BankTalent HQ, we prioritize our people and culture, recognizing that our success is built on a diverse and inclusive team. We believe that everyone counts, and this philosophy is integral to our operations.

Position Overview: We are seeking an experienced Branch Relationship Banker to deliver exceptional customer service to our clients. This role is essential in fostering community connections and assisting individuals in achieving their financial aspirations.

Key Responsibilities:

  • Deliver comprehensive banking services to both new and existing clients, focusing on sales and customer satisfaction.
  • Accurately process financial transactions in a timely manner, adhering to established guidelines.
  • Open and manage customer accounts, issue ATM cards, facilitate consumer loans, and address client service inquiries.
  • 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.
  • Conduct sales outreach to prospective and current customers.
  • Build and maintain strong customer relationships through personalized service.
  • Support retail initiatives aimed at maximizing business opportunities.
  • Ensure compliance with all relevant laws, regulations, and internal policies.
  • Resolve client issues through direct action or by coordinating with other bank resources.
  • Maintain confidentiality of client information and adhere to security protocols.
  • Collaborate with management to discuss progress toward individual and branch objectives.
  • Perform additional duties as required.

Qualifications:

  • High school diploma or equivalent.
  • Minimum of 2 years of 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.
  • Excellent customer service and communication skills.
  • Effective selling and cross-selling abilities.
  • Strong problem-solving and negotiation skills.
  • Attention to detail and time management proficiency.
  • Basic computer skills are required.

Work Schedule:

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

Benefits:

At BankTalent HQ, we are committed to providing value to our employees. Our benefits are designed to support your health and career growth:

  • Comprehensive medical, dental, and vision insurance.
  • Life and disability insurance, along with parental leave and adoption assistance.
  • Health savings and flexible spending accounts.
  • 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.
  • Tuition reimbursement for eligible employees.

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

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