Personal Banking - Relationship Banker I (VISTA)

NBH Bank

Dallas (TX)

On-site

USD 45,000 - 65,000

Full time

14 days+

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Job summary

NBH Bank is seeking a Relationship Banker I to cultivate and manage client relationships while promoting banking products and digital tools. You will serve a diverse client base, cross-sell effectively, and partner with business colleagues to deliver simple financial solutions.

The role emphasizes operating with clear communication, attention to detail, and adherence to policies. A path for advancement within NBH Bank is highlighted through onboarding and coaching opportunities.

Qualifications

  • High school diploma or equivalent is required.
  • Previous banking, cash handling or financial service experience is preferred.
  • Bilingual language skills are a plus.
  • Demonstrated sales experience (6+ months) is desirable.
  • Ability to educate clients on banking products and digital solutions.
  • Strong work ethic and accuracy in completing tasks.
  • Ability to analyze situations and make sound decisions.
  • Ability to multitask across multiple duties and systems.
  • Comfort with using multiple computer and software systems.
  • Ability to calculate figures and percentages such as cash back.

Responsibilities

  • Build and maintain relationships with clients and partners.
  • Introduce clients to products, services and digital solutions using tablets, smartphones and laptops.
  • Demonstrate strong knowledge of banking product options and services.
  • Assist other departments as needed and foster rapport with colleagues.
  • Provide exceptional client service and meet performance targets.

Skills

Banking experience
Cash handling
Sales experience
Bilingual
Self-starter
Educating clients
Work ethic
Analytical thinking
Multitasking
Tech proficiency
Cash calculations

Education

High school diploma

Tools

General computer skills

Job description

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

This type of position is ideal for someone looking to build a career in finance. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.

As a Relationship Banker I, you will:
  • Work with others by building and maintaining relationships.
  • Operate as an effective communicator, who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns.
  • Perform in a role that has detailed work as a major focus of the job, and those details need to be handled quickly, correctly, and efficiently and working within established guidelines.
  • Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.

As a Relationship Banker I, you will have an opportunity to meet and provide exceptional client service to a diverse audience.

This will include responsibility for a variety of tasks including developing relationships with business partners and clients, and introducing clients to new products, services and digital solutions, utilizing the latest technology of tablets, smart phones and laptops. You will be responsible for demonstrating a strong knowledge of banking product options and providing a broad base of financial services. Additionally, Relationship Bankers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position.

Minimum Requirements:
  • High school diploma or equivalent
Desired Skills:

Ideal candidates for this position should possess some or all of the following skills:

  • Previous banking, cash handling or financial service experience
  • 6+ Months of demonstrated successful sales experience
  • Bilingual language skills
  • Passionate and motivated self-starter
  • A passion for educating clients on banking products and digital technologies available at the bank
  • Strong work ethic and ability to complete work accurately
  • Ability to think logically in order to analyze situations and make sound decisions
  • Ability to handle multiple tasks simultaneously
  • Capacity to work with multiple computer and software systems
  • Ability to calculate figures and amounts such as cash back and percentages
Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

  • We are committed to our core value of meritocracy and supporting our associates in growing within their role.
  • When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
  • An associate must be able to work overtime to the extent necessary (typically no more than 5%).
  • Flexible scheduling as business needs allow.
Incentive and Benefits:

This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation. Incentives are earned quarterly based on the associate’s performance against the defined metrics as outlined in the score card.

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

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