Relationship Banker

Support.com; Frisco (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading company in retail banking seeks a Relationship Banker to contribute to the success of its Banking Centers. This role involves executing marketing activities, providing exemplary customer service, and building strong relationships with customers while adhering to compliance and operational standards. Candidates should be customer-focused and ready to improve the overall banking experience.

Benefits

Career Growth

Incentive Program

Paid Time Off (PTO)

Health, Dental, Vision Benefits

401k with Matching

Tuition Assistance

Employee Stock Purchase Plan

Qualifications

• Ability to execute proactive marketing activities.
• Strong customer service focus with operational compliance.
• Experience managing customer relationships and improving customer experience.

Responsibilities

• Conduct marketing activities to uncover customer needs.
• Deliver a customer-centric experience and support banking center operations.
• Educate customers on products and resolve inquiries or complaints.

Skills

Customer Engagement

Marketing Activities

Compliance

Financial Wellness Conversations

Customer Relationship Management

Job description

What we can offer you:

• Career Growth -- promotional opportunities
• Incentive program based on performance
• Paid Time Off (PTO)
• Paid Holidays for Full Time/Part Time Employees
• Health, Dental, Vision, 401k match and Life Insurance
• Employee Assistance Program
• Tuition Assistance Program (Full Time)
• Financial Coaching and Benefit Guidance
• Floating Cultural Holiday
• Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
• Retirement Plan
• Employee Stock Purchase Plan

The Relationship Banker 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 include conducting marketing activities to uncover customer needs, providing 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. This position supports Banking Centers within the District and may require working occasional Saturdays.

Position Responsibilities:

Marketing Activities:

• Execute 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 products and services, addressing customer questions, e.g., how-to use products and services, and following 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 customer 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.
• Utilize converge effectively for customer relationship management.

Operational Risk:

• Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
• Complete necessary compliance-related training.
• Impact 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 the Banking Manager.
• Assess needs and add value to customers and prospects.
• Educate and fulfill customer requests, routine and complex.
• Resolve customer complaints.
• Maintain and deepen existing relationships.
• Impact the customer experience by following defined customer experience guidelines and feedback.
• Complete Comerica Platform Training Program successfully.
• Provide remarkable customer service through all interactions, including opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
• Perform routine Teller transactions as needed.
• Maintain customer confidence and protect bank operations by keeping information confidential.

Partnership:

• Impact efforts that improve Banking Center collaboration.
• Identify opportunities to add value to customers by introducing them to partners.