Senior Relationship Banker

Support.com; Fort Worth (TX); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player in retail banking is seeking a Relationship Banker Senior to enhance customer experiences and drive revenue growth. This dynamic role involves executing marketing strategies, managing customer relationships, and ensuring operational excellence. You will be the trusted resource for clients, helping them navigate financial products and services while fostering long-term partnerships. The position requires a proactive approach to customer engagement, compliance adherence, and a commitment to delivering exceptional service. Join a team that values collaboration and innovation in a rewarding banking environment.

Qualifications

• Strong knowledge of banking products and services.
• Experience in customer onboarding and engagement.

Responsibilities

• Execute proactive marketing to attract and retain customers.
• Ensure compliance with laws and regulations.
• Provide exceptional customer service and resolve complaints.

Skills

Customer Relationship Management

Marketing Activities

Operational Risk Management

Customer Service

Financial Wellness Conversations

Education

Bachelor's Degree in Finance or Related Field

Tools

CRM Tools

Job description

Relationship Banker Senior

The Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by ensuring banker-readiness to be viewed as a trusted resource for our customers. The responsibilities include conducting marketing activities to uncover customer needs, providing solutions that lead to revenue growth in loans, deposits, and noninterest income, delivering a customer-centric experience, and maintaining disciplined operational objectives—all while striving for excellence in execution.

This position's work schedule involves occasional evenings and Saturdays, with the possibility of working at other assigned banking center locations based on staffing needs.

Position Responsibilities:

Marketing Activities:

• Execute proactive marketing activities for attracting, retaining, and expanding the customer base. Complete daily planning activities.
• Provide effective customer onboarding and engagement by strengthening new customer relationships, introducing products and services, addressing questions, and following up promptly.
• Act as a digital ambassador to transition customers to digital solutions.
• Initiate financial wellness conversations to add value to customer relationships.
• Support portfolio management efforts to retain, expand, and increase the number of portfolio customers.
• Assist in community awareness events to increase outreach and foster new business relationships.
• Utilize CRM tools effectively for customer relationship management.

Operational Risk:

• Ensure compliance with applicable laws, regulations, and company policies.
• Complete necessary compliance training.
• Impact operational and risk activities related to the RB role.
• Adhere to risk assessment and compliance standards.
• Control and mitigate losses by following policies and procedures.

Customer Experience Management:

• Engage in Banker Readiness by developing in-depth knowledge of products and services.
• Lead banking center activities in the absence of the Banking Manager, assessing needs and adding value.
• Educate customers and fulfill requests, routine and complex.
• Resolve customer complaints effectively.
• Maintain and deepen existing relationships.
• Enhance customer experience by following guidelines and feedback.
• Complete Comerica Platform Training Program successfully.
• Provide exceptional customer service in all interactions, including account openings, problem resolution, and inquiries.
• Perform routine teller transactions as needed.
• Maintain confidentiality and protect bank operations.

Partnership:

• Contribute to improving banking center collaboration.
• Identify opportunities to add value to customers through partnerships.