Financial Relationship Consultant
Summary: The Intersect Group is seeking a Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in Uptown Dallas.
Responsibilities:
- Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
- Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
- Proactive customer outreach that is aligned to our high-touch / engagement model
- Proactive phone calls to both existing and prospect customers
- Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
- Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
- Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations
- Assist in community awareness events to increase bank outreach and foster new business opportunities
- Assist management with various operational duties and responsibilities
- Abide by Bank policies, procedures, and regulatory compliance guidelines
- May be asked to provide Saturday Banking Support
Qualifications:
- Minimum of 2 years banking center experience required, 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 to accomplish many tasks efficiently and timely
- Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
- Proven customer service skills
- Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
- Excellent communication skills, both verbal and written, with the ability to speak concisely
- Must be team-oriented
- Ability to be influential and establish positive working relationships across the organization with various stakeholders
- Knowledge of legal entity documentation preferred
- Strong attention to detail and accuracy
- Strong phone communication skills
- Proficient knowledge of Salesforce preferred
