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Personal Banker

Personal Banker

Rio BankSan Juan, TX, United States
13 hours ago
Job type
  • Full-time
Job description

Rio Bank is seeking a dedicated and customer-focused Personal Banker to join our team in San Juan , Texas . Rio Bank is a South Texas bank that first opened its doors in 1985. We are based in McAllen, Texas, and have banking centers throughout the Rio Grande Valley and Central Texas. At Rio Bank we believe in a personalized approach to banking. We combine the financial strength of a large bank with the flexibility and personal touch of a local bank. That's what makes Rio Bank "Your Kind of Bank. Your Kind of Banker."

The ideal candidate has excellent customer service skills. We offer competitive salary and benefits, professional development opportunities and a collaborative and supportive work environment.

If you are a motivated and results-oriented individual who enjoys working with people and making a difference, we encourage you to apply.

About the Role :

As a Personal Banker, you will play a crucial role in providing exceptional customer service and financial guidance to clients. Your primary responsibility will be to assess clients' financial needs and recommend appropriate banking products and services that meet their needs. You will also be responsible for building and maintaining strong relationships with customers, ensuring their satisfaction and loyalty to the bank. Additionally, you will work collaboratively with other banking professionals to deliver comprehensive financial solutions.

Minimum Qualifications :

  • High school diploma or equivalent; some college experience is preferred.
  • Previous experience in a customer service or sales role, preferably in the banking or financial services industry.
  • Strong understanding of banking products and services.

Preferred Qualifications :

  • Knowledge of regulatory compliance and risk management in banking.
  • Bilingual abilities to serve a diverse clientele.
  • Responsibilities :

  • Engage with clients to understand their financial needs and provide tailored banking solutions.
  • Open new accounts, process transactions, and assist clients with inquiries regarding their accounts.
  • Educate clients on various banking products, services, and digital banking tools.
  • Identify opportunities for cross-selling additional products and services to enhance client relationships.
  • Maintain accurate records of client interactions and transactions in compliance with banking regulations.
  • Skills :

    The required skills for this role include strong communication and interpersonal abilities, which are essential for building rapport with clients and understanding their financial needs. Analytical skills will be utilized to assess clients' financial situations and recommend suitable products. Customer service skills are critical in ensuring a positive experience for clients, addressing their concerns, and providing timely solutions. Additionally, proficiency in banking software and digital tools will enhance efficiency in processing transactions and managing client accounts. Preferred skills, such as knowledge of financial planning, will allow you to offer more comprehensive advice and foster deeper client relationships.

    EQUAL EMPLOYMENT OPPORTUNITY (EEO) STATEMENT

    Rio Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all persons regardless of race, religion, color, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. Reasonable accommodations for an individual's disabilities will be made for qualified applicants who are able to successfully perform the essential functions of the job with or without reasonable accommodation.

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    Personal Banker • San Juan, TX, United States

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