The Intersect Group
5 days ago Be among the first 25 applicants
This range is provided by The Intersect Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $25.00/hr - $30.00/hr
Direct message the job poster from The Intersect Group
Summary The Intersect Group is seeking a contract Universal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branch in Plano.
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 prospect customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
Handle all banking transaction, 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 company policies, procedures, and regulatory compliance guidelines
Qualifications
Minimum of 2 years banking center experience preferred, including customer service, relationship management and cash handling
Knowledge of banking products and services including deposits, lending and other financial services
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
Proficient knowledge of Salesforce preferred
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
Seniority level Associate
Employment type Contract
Job function Other
Industries Banking
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at The Intersect Group by 2x
Get notified about new Relationship Banker jobs in Southlake, TX.
#J-18808-Ljbffr
This range is provided by The Intersect Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $25.00/hr - $30.00/hr
Direct message the job poster from The Intersect Group
Summary The Intersect Group is seeking a contract Universal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branch in Plano.
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 prospect customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
Handle all banking transaction, 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 company policies, procedures, and regulatory compliance guidelines
Qualifications
Minimum of 2 years banking center experience preferred, including customer service, relationship management and cash handling
Knowledge of banking products and services including deposits, lending and other financial services
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
Proficient knowledge of Salesforce preferred
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
Seniority level Associate
Employment type Contract
Job function Other
Industries Banking
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at The Intersect Group by 2x
Get notified about new Relationship Banker jobs in Southlake, TX.
#J-18808-Ljbffr