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Financial Relationship Consultant

Financial Relationship Consultant

The Intersect GroupDallas, TX, US
30+ days ago
Job type
  • Temporary
Job 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

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 :

  • 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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    Financial Consultant • Dallas, TX, US

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