The Intersect Group · 3 weeks ago
Financial Relationship Consultant
Plano, TX
Contract
Onsite
Mid Level
$24/hr - $30/hr
3+ years expThe Intersect Group is seeking a contract Personal Banker/Teller to manage the day-to-day operations of a customer-centric bank branch. This role combines responsibilities of a Teller and Personal Banker while focusing on customer service and business development through outbound calling.
ConsultingHuman ResourcesInformation TechnologyLegal
Hiring Manager
Brenda Tennyson, SHRM-CP
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
Qualification
Required
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)
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
Strong attention to detail and accuracy
Strong phone communication skills
Preferred
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Knowledge of legal entity documentation preferred
Company
The Intersect Group
The Intersect Group is a staffing and recruiting company that provides staffing and consulting services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-03-31Private Equity
Leadership Team
Joe Myers
Chief Executive Officer
Michael Snyder
Chief Operating Officer and Chief Financial Officer
Recent News
2022-07-06
Company data provided by crunchbase