Relationship Banker

Job Description

Job Description

Banker 

Dallas, TX (75206) 

Duration : Direct Hire

Needs to have 5-10 yrs experience. 

Focused on deposit-only or net depositor relationships (professional service firms, healthcare, HOA, title companies / 1031 exchange companies, law firms, property management, funeral homes, non-profits / foundations / endowments, insurance agencies, contractors, municipalities, etc.). 

Essential Functions:

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the STRENGTH values.

• Coordinate and generate new leads targeted toward business community relationships while maintaining an existing client base of business.

• Frequently visit business leads to solicit and acquire new relationships or call on existing customers for cross-sell opportunities.

• Identify opportunities, promote, and setup Business Solutions products including Cash Management, Merchant Services, and Select Pay.

• Serve as the primary point of contact for customers with regards to Business Solutions products, questions, and issues.

• Perform CSR duties for new and existing business customers to include opening new accounts, ordering debit cards, promoting credit cards, ordering checks, making wire transfers, setting up Business Solutions services, etc.

• Other duties, as assigned.  

Technology

• Various banking software; Xperience, Synergy, Synapsys, Employee Self-Serve.