Branch Relationship Banker
2 months ago
Needville, Texas, United States
BankTalent HQ
Full time
About the RoleWe are seeking a seasoned Branch Relationship Banker to provide top-notch customer service to our clients and customers at our financial center. As a key member of our team, you will be responsible for delivering exceptional banking services, building strong relationships with clients, and driving sales growth.
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 branch/financial 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 branch goals.
- Perform other duties as assigned.
- High school diploma or equivalent.
- 2+ years' experience in banking, sales, teller, new accounts, loan processing 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.
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, 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.