Relationship Banker
Golden Route Operations
Employee Type Part Time Contact information Name Katrina Sweaney Summary: Part-Time Monday-Friday, available some Saturdays Essential Job Functions Demonstrate Legacy Bank and Trust corporate values in all situations and interactions. Serve daily as lead teller performing basic and complex transactions. (Cash handling, balancing of drawers, vaults, coin machine, etc.) Open/close depository accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance. Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products. Assist in training and coaching branch retail staff on all retail functions. Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross-sell opportunities within retail and other departments of the bank. Serve as backup to branch management in leading and coaching branch retail team. Complete all required training as well as ABA assigned courses. Accept and process consumer loan applications, meet with loan customers, and act as a liaison between loan customers and loan officers as needed. Consistently provide exceptional customer service and appropriately manage customer complaints. Comply with bank policy, laws, and regulations. All other duties as assigned. Strong cultural values Excellent verbal skills and customer service delivery The ability to handle multiple functions at the same time Microsoft Word, Excel, and Outlook experience Education and Experience High School Diploma or equivalent Two or more years of banking and/or sales experience Physical Requirements Seeing : Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity). Hearing : Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity). Sitting : Must be able to sit for long periods of time (50-74% of work time spent on activity). Standing/Walking : Must be able to move about office (75-100% of work time spent on activity). Climbing/Stooping/Kneeling : Must be able to stoop or kneel to pick up paper products or materials (25-49% of work time spent on activity). Lifting/Pulling/Pushing : Must be able to lift up to 10 pounds (0-24% of work time spent on activity). Grasping/Feeling : Must be able to write, type and use technical equipment (75-100% of work time spent on activity). Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 401(k) 401(k) matching Schedule Monday to Friday, available some Saturdays Legacy Bank and Trust is an Equal Opportunity Employer. #J-18808-Ljbffr
$22 - $23.5 per hour
...to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...Suggested- ...Texas Capital in Plano, TX is hiring for a Banking Center Customer Service role. You will establish and deepen relationships, handle routine banking transactions, and refer customers to the right solutions. The role requires at least 2 years of banking center experience...Suggested
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- ...Personal Banker I It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless... ...personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem...SuggestedMonday to Friday
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- Frost is seeking a Personal Banker I in Texas to be the first point of contact for customers, delivering trust, integrity and relationship-based banking. You will handle deposits, loans, teller services, and guidance to customers while maintaining strong adherence to bank...
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- Regent Bank in Frisco, TX seeks a Personal Banker to deliver exceptional customer service and tailored financial guidance. You will... ...maintain accurate records while collaborating with teammates to hit branch targets and build lasting relationships. #J-18808-Ljbffr Regent-Bank
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- ...accommodation or an alternative application process. Personal Banker I (Full Time) - 15th Street Plano Full Time CSR - Banking... ...establishing and maintaining effective coordination and working relationships with area personnel and with management. Assists area personnel...Full timeWork at officeMonday to FridayAfternoon shiftWeekday work
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$20 per hour
...Branch Member Service Representative in Plano, TX. The role blends teller and personal banker duties to serve members and prospects with a focus on accuracy, fraud prevention, and relationship building. Starting pay is $20.00 per hour with a sign-on bonus and potential...Hourly payFull timeRelocation package- 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
- ...Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and...Full timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
$10k
...efforts to better the investment universe!The Opportunity:As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial...Work at officeWork from home- ...businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering...
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- ...credit analysis of potential opportunities and existing credit relationships across the business spectrum.May collaborate with the model... ...while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small...
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Stonebriar Branch, you will be based in Frisco,... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...Full timeTemporary workPart timeWork experience placementWork at office
- ...Private Wealth Banker Dallas, TX, US, 75001 Req ID: 78623 Location: Dallas -DAL Areas of Interest: Private Banking Pay Transparency... ...How You'll Spend Your Time You will develop and implement a relationship management plan for potential customer accounts to identify...Local area
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