Premier Banker

Third Coast Bank

Dallas (TX)

On-site

USD 65,000 - 90,000

Full time

2 days ago

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Job summary

Third Coast Bank seeks a Premier Banker to manage client relationships, grow deposits, and coordinate with advisors to help clients meet financial goals. The role involves opening and servicing personal and commercial accounts, processing transactions, and collaborating with bank teams to expand opportunities.

The Premier Banker will ensure compliance with bank policies and regulations while delivering excellent service in a full-time, on-site position at the Dallas branch.

Qualifications

High school diploma or GED required; bachelor’s degree preferred.
Minimum five years banker experience with portfolio management preferred.
Experience in a financial institution customer service environment.

Responsibilities

Process account activity and resolve issues within authority.
Build and maintain a profitable book of business.
Identify cross-selling opportunities with other bank teams.
Assist clients with financial goals in partnership with advisors.
Open new accounts and service existing personal and commercial accounts.
Support loan payments and credit renewals as needed.
Produce and review management reports related to loans.

Skills

Client relationship management

Sales and service excellence

Account opening and maintenance

Cross-functional collaboration

Problem solving

Communication skills

Time management

Independent work capability

Education

Bachelor’s degree preferred

High school diploma or GED required

Five years banker experience

Tools

Mainframe computer system

Word processing software

Spreadsheet software

Account opening software

Job description

Position Summary:

The Premier Banker is responsible for providing sales, service and execution support for new and ongoing client relationships; grows and maintains a portfolio of clients which generate revenues and a profit; growing deposits through deepening relationships and acquiring new clients; oversees the processing of consumer, commercial and real estate loan payments and advances on lines of credit; promotes business for the Bank by maintaining good customer relations and collaborating with other lines of business for new services; receives, researches and handles customer inquiries and ensures appropriate and timely resolution; responsible for gathering all appropriate client information in order to open commercial and personal accounts; ability to work independently with limited supervision.

Position Title:

Premier Banker

Department:

Premier Banking

Branch Location:

Manager: Chief Retail Officer

Position Summary:

A Premier Banker must help assure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Primary Functions:

Utilizing multiple bank systems, process account activity, determine balances, and resolve problems within given authority.
Build, grow, and maintain a profitable book of business.
Proficiency on Bank products and identification of collaborative cross-selling opportunities and engaging other Bank team members in client relationships.
Help clients define financial goals and objectives while partnering with Third Coast Bank Financial Advisors to help clients with those financial goals.
Analyze client’s financial resources and financial position.
Responsible for opening of new accounts and service existing accounts for personal and commercial customers.
Responsible for management reports related to loans, including board reports and monitoring reports.
Assist in gathering financial statements in anticipation of credit renewals or reviews.
Follow policies and procedures; complete tasks correctly and on time; support the Banks goals and values.

Secondary Functions:

Ensures the gathering of consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Ensures the gathering of all required identification information and commercial documentation for Premier Bank customers as required per CIP. (Prior to opening a business and consumer account.)

Performs all other duties as assigned.

Supervisory Responsibility:

This position has no supervisory responsibilities.

Job Type:

This is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.

Travel:

No travel is expected for this position.

Work Environment:

This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.

Physical Demands:

This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

Mental Demands:

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

Education and Experience:

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

High school diploma or general education degree (GED) required, bachelor’s degree preferred; minimum of five (5) years banker experience growing client relationships with portfolio management experience preferred; or the equivalent combination of education and experience. Work related experience should consist of a financial institution customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Intermediate typing skills to meet production needs of the position.
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Excellent organizational and time management skills.
Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment.
Ability to work independently with limited supervision while performing duties.