Financial Relationship Consultant

Overview

The Intersect Group is seeking a contract Senior
Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin.

Senior Financial Relationship Consultant

Duration: 6-month contract to hire

Interview Process: 2 rounds of virtual interviews

Location: Austin 78701 (near W Cesar Chavez and Brazos Street)

• 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 Salesforce preferred
• Bilingual in Spanish is a plus
• 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
• Knowledge of legal entity documentation preferred
• Strong attention to detail and accuracy

• 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