Financial Relationship Consultant - McKinney Ave.

Dallas, TX, US • Posted 1 day ago • Updated 11 hours ago

Contract W2

On-site

Depends on Experience

Fitment

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Job Details

Skills

Customer Service

Summary

Financial Relationship Consultant

Summary: The Intersect Group is seeking a contract 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

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10286200
Position Id: 249854
Posted 1 day ago

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