Part Time Senior Relationship Banker

Davita Inc.; Plano (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services company based in Texas seeks a Relationship Banker Senior to enhance customer experience and drive revenue growth at its banking center. Responsibilities include marketing efforts, compliance, customer onboarding, and leading team activities. Ideal candidates will have strong customer service and sales experience along with a relevant degree.

Benefits

Health and welfare programs

401(k) and pension

Generous paid time off

Income protection benefits

Qualifications

• 3 years of customer service experience required.
• 2 years personal/relationship banker experience.
• Proven track record in sales development.

Responsibilities

• Conduct marketing activities to uncover customer needs.
• Ensure compliance with federal and state laws.
• Lead banking center activities in absence of manager.

Skills

Customer Service

Sales Development

Marketing

Financial Wellness

Education

Associate Degree or High School Diploma/GED

Tools

Microsoft Office

Job description

Relationship Banker Senior

The Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.

This position's work schedule involves occasional evenings/Saturdays, temporarily working at other assigned banking center location based on staffing needs.

Position Responsibilities:
Marketing Activities:

• Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities.


• Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.


• Act as a digital ambassador to transition customers to digital solutions.


• Initiate quality financial wellness conversations to add value to customers relationships.


• Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.


• Assist in community awareness events to increase bank outreach and foster new business relationships.


• Effective utilization of converge for customer relationship management.

Operational Risk:

• Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.


• Ensure compliance and completion of necessary compliance related training.


• Impact the operational and risk activities and related results for the RB role within the Banking Center.


• Adhere to all Banking Center Risk Assessment and Compliance Standards.


• Control and mitigate losses by following policies and procedures.

Customer Experience Management:

• Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.


• Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects.


• Educate and fulfill customer requests, routine and complex.


• Resolve customer complaints.


• Maintain and add value to deepen existing relationships.


• Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.


• Must successfully complete Comerica Platform Training Program.


• Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.


• Perform routine Teller transactions as needed.


• Maintain customer confidence and protects bank operations by keeping information confidential.

Partnership:

• Consistently impact the efforts that improve Banking Center Collaboration.


• Identify opportunities to add value to customers by introducing them to partners.

Position Qualifications:

• Associate Degree from an Accredited College OR 60 college credits OR High School Diploma/GED AND 3 years of customer service experience


• 2 Years of Customer Service experience


• 2 Years of Personal/Relationship Banker experience


• 2 Years of experience in Consumer/Business Sales Development


• 2 Years of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint

Work Best Category: Category A - 100% in the office Hours: 8:30 am to 5:30 pm Monday - Friday; 8:30 am to 12:30 pm Saturday; working hours will be scheduled during the timeframe listed. Salary: To Be Determined Based on Individual Experience

About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Comerica is proud to be an Equal Opportunity Employer - disability/veteran.