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Banking Relationship Manager

4 weeks ago

Plano, Texas, United States The Intersect Group Full time

Job Summary

The Intersect Group is seeking a contract Teller/Personal Banker to work for our direct client for 5+ months and help manage the day-to-day operations of their customer-centric bank branches in Richardson & Plano.

Key Responsibilities:

  • Establish and maintain strong customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions.
  • Identify customer needs and refer them to relevant solutions, services, and experts within the bank.
  • Proactively engage with customers through phone calls and outreach activities to build strong relationships.
  • Develop a deep understanding of consumer and small business solutions and service offerings to provide expert advice.
  • Handle all banking transactions, teller activity, and client requests with exceptional customer service.
  • Open new accounts, coordinate legal documentation, and ensure compliance with banking regulations.
  • Participate in community events to increase bank outreach and foster new business opportunities.
  • Assist management with operational duties and responsibilities.
  • Adhere to company policies, procedures, and regulatory compliance guidelines.

Requirements:

  • Minimum 2 years banking center experience, including customer service, relationship management, and cash handling.
  • Knowledge of banking products and services, including deposits, lending, and other financial services.
  • Ability to multitask and problem-solve in a fast-paced environment.
  • Professional experience anticipating customer concerns and analyzing processes for improvement.
  • Proficient knowledge of Salesforce and Microsoft Office, including Excel and Word.
  • Excellent communication and interpersonal skills.
  • Team-oriented and influential, with the ability to establish positive working relationships.
  • Strong attention to detail and accuracy.
  • Strong phone communication skills.