Personal Banker and Financial Services Expert

6 days ago

Spring, Texas, United States BankTalent HQ Full time

Company Overview

At BankTalent HQ, we are dedicated to providing exceptional banking services to our clients. Our team of experienced professionals is committed to delivering personalized support and expertise to help our customers achieve their financial goals.

Salary: $60,000 - $80,000 per year

Job Description

We are seeking a highly skilled Personal Banker and Financial Services Expert to join our team at the Spring Banking Center in Spring, TX. In this role, you will provide full-service banking services to new and existing customers, with a primary focus on sales and service.

  • You will process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center.
  • You will open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns.
  • You will execute the sales discovery process and manage customer relationships.
  • You will conduct assessments with clients to determine their financial needs and make appropriate recommendations.
  • You will make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed.
  • You will execute inside/outside sales calls to prospects and established customers.
  • You will establish, expand, and maintain strong customer relationships by providing extensive, personalized service focused on specific needs of each banking customer.
  • You will support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss.
  • You will perform all duties in compliance with laws, regulations, and bank policies and procedures.
  • You will resolve client concerns through direct personal action or referral to alternative branch or bank resources.
  • You will adhere to the bank's security policies while maintaining confidentiality of bank records and client information.
  • You will meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and banking center goals.
  • You will perform other duties as assigned.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A high school diploma or equivalent required.
  • A minimum of 3 years of experience in customer service, banking, new accounts, sales, 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 communication and interpersonal skills, with the ability to build rapport with clients.
  • Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options.
  • Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs.
  • Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively.
  • Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions.
  • Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.
  • Proficiency in basic math and computer skills, including knowledge of banking software and systems.

Benefits

We offer a comprehensive benefits package, including:

  • Medical, Dental and Vision Insurance
  • 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

Others

This is a full-time position, requiring 40 hours per week. You must be able to work a flexible schedule within the hours listed above.

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