Financial Relationship Consultant - Dallas - The Intersect Group

    The Intersect Group
    The Intersect Group Dallas

    10 hours ago

    Banking / Loans
    Description

    The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development

    Duration - 6 month contract with possible conversion

    Location: Dallas near McKinney Avenue and Pearl Street)

    Schedule: Onsite M-F, 8 AM – 5 PM

    Interview Process: Typically 2 rounds (1 virtual followed by 1 onsite)

    Qualifications:

    • Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
    • Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
    • Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
    • Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)

    Preferred:

    • Bilingual in Spanish preferred; not 100% required
    • Salesforce CRM experience preferred

    Other skill:

    • Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
    • Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
    • Proven customer service skills
    • Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
    • Excellent communication skills, both verbal and written, with the ability to speak concisely
    • Must be team-oriented
    • Ability to be influential and establish positive working relationships across the organization with various stakeholders
    • Knowledge of legal entity documentation preferred
    • Strong attention to detail and accuracy
    • Strong phone communication skills

    Responsibilities:

    • Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
    • Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
    • Proactive customer outreach that is aligned to our high touch / engagement model
    • Proactive phone calls to both existing and prospective customers
    • Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
    • Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
    • Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
    • Assist in community awareness events to increase bank outreach and foster new business opportunities.
    • Assist management with various operational duties and responsibilities.
    • Abide by Bank policies, procedures, and regulatory compliance guidelines.
    • May be asked to provide Saturday Banking Support
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