Senior Relationship Banker

Comerica Bank; Fort Worth (TX); On-site; USD 45,000 - 70,000; Full time

Job summary

An established industry player in retail banking seeks a Relationship Banker Senior to enhance customer relationships and drive revenue growth. This role involves proactive marketing, customer onboarding, and delivering exceptional service while ensuring compliance with operational standards. The ideal candidate will possess strong customer service and sales experience, along with proficiency in CRM tools and Microsoft Office. Join a company that values diversity and invests in employee development, offering a supportive environment for career growth.

Benefits

Comprehensive benefits

Competitive pay

Development programs

Qualifications

• Minimum of 2 years of customer service experience required.
• Experience as a Personal/Relationship Banker is essential.

Responsibilities

• Conduct marketing activities to uncover customer needs and drive revenue.
• Ensure compliance with laws and manage operational risk.

Skills

Customer Service

Sales Development

CRM Tools

Microsoft Office

Education

Associate Degree or 60 college credits

High School Diploma/GED

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 customers. Responsibilities include conducting marketing activities to uncover customer needs, providing solutions to drive revenue growth in loans, deposits, and noninterest income, delivering a customer-centric experience, maintaining operational discipline, and striving for excellence in execution.

This position involves occasional evenings and Saturdays, with potential work at other banking center locations based on staffing needs.

Position Responsibilities:

Marketing Activities:

• Execute proactive marketing activities for customer attraction, retention, and expansion. Complete daily planning activities.
• Provide effective customer onboarding and engagement, strengthening new 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 and grow customer relationships.
• Participate in community outreach events to increase bank visibility and new business.
• Utilize CRM tools effectively for customer relationship management.

Operational Risk:

• Ensure compliance with all laws, regulations, policies, and procedures.
• Complete necessary compliance training.
• Manage operational and risk activities within the banking center.
• Adhere to risk assessment and compliance standards.
• Follow policies to control and mitigate losses.

Customer Experience Management:

• Develop in-depth knowledge of products and services to enhance banker readiness.
• Lead banking center activities in the absence of the manager, assessing needs and adding value.
• Educate customers, fulfill requests, and resolve complaints.
• Maintain and deepen customer relationships.
• Follow customer experience guidelines and incorporate feedback.
• Complete Comerica Platform Training Program.
• Deliver exceptional customer service in all interactions.
• Perform routine teller transactions as needed.
• Maintain confidentiality of customer information.

Partnership:

• Enhance collaboration within the banking center.
• Identify opportunities to introduce customers to partners for added value.

Position Qualifications:

• Associate Degree or 60 college credits, or High School Diploma/GED plus 3 years of customer service experience.
• At least 2 years of customer service experience.
• At least 2 years of Personal/Relationship Banker experience.
• At least 2 years of experience in consumer/business sales development.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Work Schedule: Category A - 100% in-office hours, 8:30 am - 5:30 pm Monday-Friday; 8:30 am - 12:30 pm Saturday.

Salary: To be determined based on experience.

About Comerica

We invest in our employees' futures through comprehensive Total Rewards, including competitive pay, benefits, and development programs. Comerica is committed to diversity and equal opportunity employment, and conducts background checks and certifications as required.