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Branch Relationship Banker

2 months ago

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

At BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional service to our clients. We're seeking a highly skilled Branch Relationship Banker to join our team at our Richardson banking center in Richardson, TX.

Key Responsibilities:
  • Provide top-notch customer service to new and existing clients, with a focus on sales and service.
  • Process financial transactions accurately and efficiently, within established authorized limits and other customer service duties.
  • Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client service concerns.
  • Execute the sales discovery process and manage customer relationships.
  • Conduct assessments with clients to determine their financial needs and make appropriate recommendations.
  • Make referrals for other bank products and services, including commercial lending products, and follow up with clients as needed.
  • Establish, expand, and maintain strong customer relationships by providing personalized service focused on specific needs.
  • Support retail objectives/initiatives in capitalizing on business opportunities that influence 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.
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. 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.