Financial Relationship ConsultantThe Intersect Group • Dallas, TX, US
Financial Relationship Consultant
The Intersect Group • Dallas, TX, US
30+ days ago
Job type
- Temporary
Job descriptionMinimum 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) Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred 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 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
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
Interview Process : Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location : Dallas (75212) – near Trinity Groves area
Schedule : Onsite M-F, 8 AM – 5 PM
Interview Process : 2 rounds of virtual interviews
Qualifications :
Preferred :
Other skill :
Responsibilities :
Create a job alert for this search
Financial Consultant • Dallas, TX, US
Related jobs
Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation...Show more
Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, ...Show more
MsoNoSpacing" style="text-align : start; text-indent : 0px; -webkit-text-stroke-width : 0px"> Job Title : Financial Consultant Show more
At Synechron, we believe in the power of digital to transform businesses for the better.Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital ...Show more
Department : Enterprise Systems Group.Billable Hours Goal : 80% of worked hours.Travel Required : Yes as needed.As a member of the Enterprise Systems Group, you will deliver multiple software upgrade ...Show more
Care Career is seeking a travel Speech Language Pathologist for a travel job in Ennis, Texas.Job Description & Requirements.
Evaluate and diagnose speech, language, communication, and swallowing...Show more
About Us RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States.
We specialize in multi-family community management...Show more
Host Healthcare is seeking a travel Speech Language Pathologist for a travel job in Ennis, Texas.Job Description & Requirements.
Pay package is based on 12 hour shifts and 36 hours per week (sub...Show more
Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin...Show more
Senior Workday Certified Financials Consultant.We are seeking a talented individual to join our Digital Solutions team at Mercer.
This role can be based anywhere in the United States.As part of Merc...Show more
The Financial Planner is responsible for managing client relationships as a Lead Planner working alongside the Advisor.This includes communicating with the client and their team of professionals as...Show more
Hunt Energy Company (HEC) serves as a holding entity for a diverse portfolio of businesses in the Power and Utilities industry, including Hunt Energy Network, a competitive provider of energy stora...Show more
Consulting Director – Oracle Cloud Financials Applications.Infovity is a leading Oracle Cloud Applications consulting boutique firm specializing in delivering innovative and tailored solutions to o...Show more
We have a fantastic Leasing Consultant opportunity available!.Weinstein Properties, headquartered in Richmond, Virginia owns and manages over 60 apartment communities in Virginia, North Carolina, T...Show more
Job Title : Oracle EBS Finance Functional Consultant.Location : Richardson TX 75082 ( Hybrid ).Functional expert for Oracle EBS Finance with GL experience in company spinoffs merger acquisition dives...Show more
Financial Planner Job Duties : Provide financial planning and investment advisory services.Res...Show more
Financial Controller Engineering / Technology Services - High Growth Transformation Private Equity.Our client is an innovative and well-established provider of tech-enabled engineering services sup...Show more
We are Payment Hub a division of the Capital Markets business.We are responsible for the development, marketing, and delivery of our Corporate Payments solutions and.Show more
Associate Financial Planner
Cain Watters & Associates • Frisco, TX, United States
Full-time
Last updated: 20 days ago • Promoted
Employment Consultant
Best Buddies International • Dallas, TX, United States
Full-time
Last updated: 19 hours ago • Promoted • New!
Financial Consultant
VeeRteq Solutions Inc. • Dallas, TX, United States
Full-time
Quick Apply
Last updated: 15 days ago
Oracle ERP Cloud Financial Consultant
Synechron • Plano, Texas, United States
Full-time
Last updated: 1 hour ago • Promoted • New!
ERP Financial Consultant
ComTec Solutions • Richardson, Texas, United States
Full-time
Last updated: 30+ days ago • Promoted
Travel Rehabilitation Speech Therapist
Care Career • Ennis, TX, US
Full-time
Last updated: 1 day ago • Promoted
Leasing Consultant
RAM Partners, LLC • Dallas
Full-time
Quick Apply
Last updated: 30+ days ago
Travel Rehabilitation Speech Therapist
Host Healthcare • Ennis, TX, US
Full-time
Last updated: 1 day ago • Promoted
Financial Planner
Melanin Money • Dallas, TX, United States
Full-time
Last updated: 30+ days ago • Promoted
Senior Workday Certified Financials Consultant
Marsh & McLennan • Dallas, TX, US
Full-time
Last updated: 15 days ago • Promoted
Financial Planner
SFMG Wealth Advisors • Plano, TX, United States
Full-time
Last updated: 24 days ago • Promoted
Financial Planning Analyst
Hunt Consolidated, Inc. • Dallas, TX, United States
Full-time
Last updated: 24 days ago • Promoted
Consulting Director – Oracle Cloud Financials Applications
Infovity, Inc. • Dallas, TX, United States
Full-time
Last updated: 30+ days ago • Promoted
Leasing Consultant
Weinstein Properties • Frisco, TX, US
Full-time
Last updated: 1 day ago • Promoted
Oracle EBS Finance Functional Consultant
Tekskills Inc. • Richardson, Texas, United States
Full-time
Last updated: 1 hour ago • Promoted • New!
Financial Planner
TradeJobsWorkForce • 75374 Dallas, TX, US
Full-time
Last updated: 30+ days ago • Promoted
Financial Controller Engineering / Technology Services - High Growth Transformation Private Equity, 78957 (Dallas)
Truenorth Executive Search, Inc. • Dallas, TX, US
Part-time
Last updated: 6 hours ago • Promoted • New!
Business Consultant
Samprasoft • Plano, TX, US
Full-time
Last updated: 30+ days ago • Promoted