Financial Relationship Consultant

The Intersect Group; Dallas (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

A customer-centric bank is seeking a contract Personal Banker/Teller in Dallas to manage operations at their branch. This role includes handling banking transactions, establishing customer relationships, and providing exceptional service. Ideal candidates will have at least 3 years in customer service/sales and experience in banking. Proficiency in Microsoft Office and bilingual in Spanish is a plus. The position has potential for conversion after a 6-month contract.

Qualifications

• Minimum of 3 years of customer service/sales experience.
• 2+ years' experience in a banking center.
• Bilingual in Spanish preferred.

Responsibilities

• Establish and deepen customer relationships.
• Handle banking transactions and teller activity.
• Proactive customer outreach and phone calls.

Skills

Customer service/sales experience

Teller duties

Banking products knowledge

Outbound customer calls

Communication skills

Tools

Salesforce CRM

Microsoft Office

Job description

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 the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development

Duration - 6 month contract with possible conversion

Location: Dallas 75201 (near McKinney Avenue and Pearl Street)

Schedule: Onsite M-F, 8 AM – 5 PM

Interview Process: Typically2 rounds (1 virtual followed by 1 onsite)

Qualifications:

• Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
• Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
• Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
• Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)

Preferred:

• Bilingual in Spanish preferred; not 100% required
• Salesforce CRM experience preferred

Other skill:

• 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
• 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

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 prospective customers
• Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
• Handle all banking transactions, 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