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
Job Tags
Contract work, For contractors, Work at office,