Relationship Banker & Financial Solutions Pro

Regent-Bank; Frisco (TX); On-site; USD 40,000 - 52,000; Full time

Job summary

Regent Bank in Frisco, TX seeks a Personal Banker to deliver exceptional customer service and tailored financial guidance. You will assess client needs and present banking solutions that support their goals.

You will promote loans, credit cards, and investment options, handle inquiries, and maintain accurate records while collaborating with teammates to hit branch targets and build lasting relationships.

Qualifications

• High school diploma or equivalent; a degree in finance, business, or a related field is preferred.
• Previous experience in a customer service or sales role, preferably in the banking or financial services industry.
• Strong communication and interpersonal skills to effectively engage with clients.

Responsibilities

• Engage with customers to assess their financial needs and provide personalized banking solutions.
• Promote and sell banking products and services, including loans, credit cards, and investment options.
• Assist customers with account inquiries, transactions, and problem resolution in a timely manner.
• Maintain accurate records of customer interactions and transactions to ensure compliance and follow-up.
• Collaborate with team members to achieve branch goals and enhance overall customer satisfaction.

Skills

Strong communication

Interpersonal skills

Sales skills

Attention to detail

Education

High school diploma

Finance/business degree preferred

Tools

Banking software

Job description

Regent Bank in Frisco, TX seeks a Personal Banker to deliver exceptional customer service and tailored financial guidance. You will assess client needs and present banking solutions that support their goals.

You will promote loans, credit cards, and investment options, handle inquiries, and maintain accurate records while collaborating with teammates to hit branch targets and build lasting relationships.