Relationship Banker
NDBT (North Dallas Bank & Trust)
The Relationship Banker is responsible for managing and growing customer relationships by providing consultative financial solutions and delivering exceptional service. This role focuses on deepening existing relationships, acquiring new customers, and driving deposit and revenue growth through proactive engagement and needs-based recommendation. As a steward of the Bank’s name and reputation, the Relationship Banker must embrace the Bank’s Mission Statement and demonstrate a commitment to service excellence, relationship building, transaction accuracy, and professionalism in all interactions. The Relationship Banker serves as a trusted advisor, aligning customer needs with the Bank’s products and services to deliver long-term value. is responsible for providing Teller-based transactions and handling maintenance and service requests for consumer and business products/services for new and existing customers, while delivering an exceptional customer experience. Responsibilities Develop, manage, and grow customer relationships by delivering a consistent, high-quality, relationship-based service experience across all customer touchpoints, including ongoing engagement and follow-up. Respond to customer inquiries and service requests promptly and accurately, taking ownership through resolution and escalating complex issues when appropriate. Conduct needs-based conversations to recommend appropriate products and services. Identify opportunities to deepen relationships through referrals to internal partners. Open and maintain consumer and small business accounts, including deposits and certificates of deposit, ensuring accuracy, completeness, and a smooth onboarding experience. Process non-real estate consumer loan applications and closings in accordance with established procedures and regulatory requirements. Support digital banking adoption by educating customers and assisting with enrollment and usage of self-service tools. Support customer onboarding and ensure a positive and seamless experience. Maintain a strong working knowledge of all bank products, services, and systems, and actively pursue ongoing professional development. Actively participate in daily huddles, team meetings, and discussions to support banking center performance and culture. Demonstrate professionalism, initiative, and strong communication skills in all interactions with customers and team members. Ensure compliance with all operational procedures, policies, and regulatory requirements. Qualifications Ability to work during banking hours, which are 8:00 AM until 5:00 PM Monday through Friday, and some Saturdays from 8:00 AM until 12:00 PM (noon). Bachelor’s degree preferred; or two to four years related experience and/or training with two years retail banking sales experience or two years financial services experience; or two years in a relationship sales role; or an equivalent combination of education and experience. Demonstrated ability to learn products, services and procedures quickly and accurately. Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits of products/services to customers with differing needs. Comfortable educating others on technology. Professional, thorough and organized with strong follow-up skills. Performs well in a team environment and proactively collaborates with others to serve customers. Ability to understand and follow policies, procedures and regulatory requirements. Projects a professional image in dress, manor and communication. Location: Irving, TX (MacArthur Blvd at Las Colinas Blvd) North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. #J-18808-Ljbffr
- ...solutions that meet their financial goals. Responsibilities Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines in daily activities to do what is right for...SuggestedFlexible hoursShift workWeekend workDay shift
- ...Overview A Relationship Banker is responsible for leading and delivering an outstanding experience to customers. This position must acquire, manage and retain meaningful relationships with our customers, using financial knowledge to offer thoughtful solutions to help address...SuggestedBank staffMonday to FridayDay shift
- ...site at location listed in job posting. Schedule: Monday- Thursday 9AM–4:30PM | Friday 9AM- 6PM | Saturday 9AM- 1PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and...SuggestedTemporary workWork at office
- ...meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeShift workWeekend workDay shift
- ...As a Relationship Banker II, you will build and maintain relationships with clients, provide exceptional client service, and recommend banking products and digital solutions. You will also act as a trusted advisor, fostering strong rapport with customers and colleagues...SuggestedFlexible hours
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch Banking organization, you will be... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Relationship Banker I Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons...Temporary workShift work
- ...Job Title: Middle Market Banker Location: Dallas, TX About the Bank: This bank is a leading financial institution committed to providing... ...a portfolio in or building it from scratch, and fostering relationships with lower middle‑market businesses in the DFW and northern...Local area
- ...Position Overview As a Personal Banker within PNC’s Retail Branch Banking organization, you will be based in Irving, TX at the Irving... ...community Centers of Influence to acquire, expand, and retain relationships. Educate customers on options for managing financial...Work experience placement
- ...extent permitted by applicable law. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Shift workWeekend workDay shift
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...sales environment. Follow the established policies in accordance with the bank and the supervisor’s direction. Evaluate customer relationships, new and existing account holders, to offer bank products and services. Accountable for the personal achievement of monthly new...Work at officeFlexible hoursAfternoon shift
- ...PNC Financial Services Group, Inc. is seeking a Personal Banker at the Irving branch in Texas. This role focuses on acquiring and deepening customer relationships through proactive sales and impeccable service. You'll engage customers, manage their experiences, and leverage...
- ...Texas Capital Bank is seeking a client-focused banking professional to establish, retain and deepen customer relationships through proactive relationship management and accurate banking transactions. You will uncover customer needs, refer them to the bank's solutions and...
- JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to be the main contact for affluent clients in the Branch. You will manage the banking relationship and connect clients with specialists to meet advanced financial needs. This role emphasizes relationship-building...
- ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a...Work at officeLocal areaDay shift
$148.75k - $234.38k
...communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number...Full timeBank staffShift work- PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring... .... PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown...Local area
$169.6k - $254.4k
...: $169,600.00 - $254,400.00Category: Commercial and Business Sales, Professional, Banking & InternationalCompany: CitiSeeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi’s Commercial Bank (CCB). Target market includes companies in...Full time- ...interactions more than transactions. Who you are: As a Personal Banker II , you are the first point of contact for many of our... ...Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem...Monday to Friday
- ...442 Location: Dallas -DAL Areas of Interest: Consumer Banker; Consumer Banking; Consumer Lending Pay Transparency Salary... ...client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and...
- ...customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow established policies in accordance with the...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...Fifth Third Bank, N.A. is seeking a Personal Banker I in Dallas, Texas. This role focuses on creating exceptional customer experiences through proactive engagement and support, processing transactions, and addressing financial needs using consultative techniques. Candidates...
- ...providing unparalleled banking services. Who You Are As a Personal Banker I, you are the first point of contact for many of our... ...Our personal bankers believe in trust, integrity and building relationships with our customers, who span generations. They’re empathetic problem...Monday to Friday
- ...J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services...
- ...client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. 2. Executes and... ...Leader / Manager. 11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. 1...Work experience placementH1bWorldwideFlexible hours
- Job Details Job Location: Dallas Branch - Dallas, TX 75206 Position Type: Full Time Education Level: High School Job Shift: Day Job Category: Banking Purpose: While projecting a professional image; interact with new and existing customers and match services that best fit...Full timeWork experience placementShift work
- ...SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients.... ...solutions and exceptional service. You will build long-term relationships with prospects and clients, cross-sell banking products,...
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$160k - $210k
...Position Title: Private Banker Salary Range: $160,000–$210,000 / DOE + Quarterly Incentives + Annual RSUs A leading financial institution... ...-impact production role focuses on developing and managing relationships with high-net-worth individuals, business owners, and...
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