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The Intersect Group · 13 hours ago

Financial Relationship Consultant

Austin, TX

Full-time

Onsite

Senior Level

$30/hr - $34/hr

5+ years exp

The Intersect Group is seeking a contract Senior Financial Relationship Consultant to manage the day-to-day operations of customer-centric bank branches in downtown Austin. The role involves establishing and deepening customer relationships while executing banking transactions and providing exceptional customer service.

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 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

Qualification

Banking experienceSeries 65 LicenseBanking productsSalesforce proficiencyMicrosoft Office proficiencyBilingual in SpanishPhone communication skillsProblem-solving skillsCommunication skillsTeam-orientedAttention to detail

Required

5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling

Series 65 License or willingness to study / take exam once a full-time employee

Knowledge of banking products and services including deposits, lending and other financial services

Ability to multitask and solve problems 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 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