Senior Banker

Jobtailor; Austin (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Jobtailor in Austin, TX seeks a customer-focused Banking Sales Associate to build relationships, uncover financial needs, and recommend the best products and services.

You will respond to inquiries, open accounts, quote rates, and guide clients through digital self-serve options while ensuring regulatory compliance.

This role requires at least one year of sales experience, strong communication, and the ability to work weekends at various financial centers.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
• Responds to customer inquiries and concerns, creating customized solutions.
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction leveraging available tools.

Skills

Sales experience

Client relationship management

Financial product knowledge

Critical thinking

Time management

Tools

Technology platforms

Client interaction tools

Digital Assisted Shopping

Job description

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Requirements

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Core Competencies

Demonstrates expertise in building client relationships and providing tailored financial solutions, while adhering to regulatory requirements and optimizing the client experience through effective communication and problem-solving skills.

Highest-signal resume keywords

• Sales Experience
• Client Relationship Management
• Financial Product Knowledge
• Critical Thinking
• Time Management

ATS Optimization Keywords

Hard Skills

• Banking Products
• Account Opening
• Account Maintenance
• Digital Assisted Shopping
• Risk Management
• Financial Solutions
• Loan Products
• Credit Card Services
• Self-Service Technologies
• Rate Quoting

Soft Skills

• Effective Communication
• Collaboration
• Problem-Solving
• Adaptability
• Motivation

Certifications & Qualifications

• Notary Commission

Industry Keywords

• Client-Centric Environment
• Relationship-Oriented Sales
• Consumer Banking
• Small Business Solutions
• Regulatory Compliance

Tools & Technologies

• Technology Platforms
• Client Interaction Tools
• Operational Excellence Processes