Relationship Banker

Where

Frisco, TX

What you'll be doing

Relationship banker will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self service technologies where self-service isn't available, conduct over the counter transactions for service needs (i.e. cashier's checks, safe deposit entry, etc.). Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs. Identify and route preferred and small business client needs to the relationship manager and or FSA as appropriate for all sales, service and specialized needs. Ensure the customer's needs are met by partnering with specialists and business partners to understand what company offer to customers and the most effective way to generate business referrals (e.g. customer's banking, small business, mortgage and investment needs). Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve company customers with operational excellence and accuracy. Proactively manage risk in every business, product, and service transaction leveraging available tools.

What your background should be

Required Schooling / Training

Bachelor or business relevant associate degree (example, business management, business administration, finance).

Who is the client company

This is an American multinational banking and financial services corporation.
If you are interested in this position, send your resume to apply@kochdavis.com