Client-Centric Banking Advisor

Regent Bank; Frisco (TX); On-site; USD 40,000 - 52,000; Full time

Job summary

Regent Bank in Frisco, Texas is seeking a Personal Banker to deliver exceptional customer service and tailored financial guidance. You will assess client needs and promote loans, credit cards, and investment options to build lasting relationships and drive branch growth.

The role emphasizes strong communication, sales skills, problem-solving, and meticulous record-keeping to ensure compliance and high customer satisfaction.

Qualifications

• High school diploma or equivalent; finance/business degree preferred.
• Experience in customer service or sales, preferably in banking or financial services.
• Strong communication and interpersonal skills to engage with clients.

Responsibilities

• Engage with customers to assess financial needs and provide personalized banking solutions.
• Promote and sell banking products and services, including loans, credit cards, and investments.
• Assist customers with account inquiries, transactions, and problem resolution promptly.
• Maintain accurate records of customer interactions and transactions for compliance.
• Collaborate with team members to achieve branch goals and enhance customer satisfaction.

Skills

Strong communication

Interpersonal skills

Sales skills

Problem solving

Attention to detail

Education

High school diploma or equivalent

Finance or business degree preferred

Tools

Banking software

Job description

Regent Bank in Frisco, Texas is seeking a Personal Banker to deliver exceptional customer service and tailored financial guidance. You will assess client needs and promote loans, credit cards, and investment options to build lasting relationships and drive branch growth.

The role emphasizes strong communication, sales skills, problem-solving, and meticulous record-keeping to ensure compliance and high customer satisfaction.