Relationship Banking Specialist

NDBT (North Dallas Bank & Trust); Dallas (TX); Vor Ort; USD 42.000 - 62.000; Vollzeit

Zusammenfassung

North Dallas Bank & Trust (NDBT) is seeking a Relationship Banker in Dallas, TX to grow customer relationships through consultative financial solutions and outstanding service. You will deepen existing relationships, acquire new customers, and drive deposit and revenue growth with needs-based recommendations.

The role emphasizes cross-selling, accurate transaction handling, and adherence to bank procedures, while promoting digital banking adoption and a high standard of professionalism.

Qualifikationen

• Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits to customers.
• Demonstrated ability to learn products, services and procedures quickly and accurately.
• Performs well in a team environment and proactively collaborates with others to serve customers.
• Professional, thorough and organized with strong follow-up skills.
• Comfortable educating others on technology.

Aufgaben

• Develop, manage, and grow customer relationships by delivering a consistent, high-quality, relationship-based service experience across all customer touchpoints, including ongoing engagement and follow-up.
• Respond to customer inquiries and service requests promptly and accurately, taking ownership through resolution and escalating complex issues when appropriate.
• Conduct needs-based conversations to recommend appropriate products and services. Identify opportunities to deepen relationships through referrals to internal partners.
• Open and maintain consumer and small business accounts, including deposits and certificates of deposit, ensuring accuracy, completeness, and a smooth onboarding experience.
• Process non-real estate consumer loan applications and closings in accordance with established procedures and regulatory requirements.
• Support digital banking adoption by educating customers and assisting with enrollment and usage of self-service tools.
• Support customer onboarding and ensure a positive and seamless experience.
• Maintain a strong working knowledge of all bank products, services, and systems, and actively pursue ongoing professional development.
• Actively participate in daily huddles, team meetings, and discussions to support banking center performance and culture.
• Demonstrate professionalism, initiative, and strong communication skills in all interactions with customers and team members.
• Ensure compliance with all operational procedures, policies, and regulatory requirements.

Kenntnisse

Communication skills

Relationship building

Team player

Attention to detail

Tech adoption

Ausbildung

Bachelor’s degree preferred

Jobbeschreibung

North Dallas Bank & Trust (NDBT) is seeking a Relationship Banker in Dallas, TX to grow customer relationships through consultative financial solutions and outstanding service. You will deepen existing relationships, acquire new customers, and drive deposit and revenue growth with needs-based recommendations.

The role emphasizes cross-selling, accurate transaction handling, and adherence to bank procedures, while promoting digital banking adoption and a high standard of professionalism.