Certified Relationship Banker I Jobs in Texas

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Experience in financial services and knowledge of financial services industry, products and solutions.

Grows business knowledge and network by partnering with experts in small business, lending and investments

Manages financial center traffic, appointments and outbound calls effectively

Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Applies strong critical thinking and problem-solving skills to meet clients’ needs.

1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required

Basic knowledge of personal finance and household budgeting required

Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred

Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members

Experience in retail customer service and/or sales preferred

Helpful, friendly, approachable, enthusiastic and professional disposition

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Experience in financial services and knowledge of financial services industry, products and solutions.

Grows business knowledge and network by partnering with experts in small business, lending and investments

Manages financial center traffic, appointments and outbound calls effectively

Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Applies strong critical thinking and problem-solving skills to meet clients’ needs.

Strong organizational and time management skills

Previous banking experience and knowledge of bank products

Manage and support loan commitments with accuracy and efficiency

Bachelor’s degree in business, preferably accounting or finance, with a minimum 2.75 GPA (3.0 or higher is preferred)

Excellent written and verbal communication skills

Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments

One year of retail experience is preferred.

Cash handling experience is preferred.

Superior customer service skills required.

Ability to manage time effectively and work independently, without close supervisor.

Ability to use good judgment and exercise decision-making skills.

Do you approach serving every customer like they are your family member?

Create a positive member experience

Learn about the banking and finance industry

Strong, communication, problem solving and decision making abilities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Best Workplaces in Financial Services and Insurance

Best Workplaces in New York State

Knowledge and experience with bank processing software.

Demonstrated knowledge and experience with office automation equipment, including phones, computers, and scanners as well as Microsoft Word, Excel, and Outlook.

Bachelor’s degree with exposure to Accounting or Finance courses is preferred or equivalent work experience.

Communicate effectively with Manager, especially if issues or concerns arise with ability to meet deadlines or provide appropriate coverage.

Knowledge of personal and Private Banking deposit products and processes, as well as banking rules and regulations.

Prior experience in a similar role within retail banking services, preferably in a commercial bank.

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Experience in financial services and knowledge of financial services industry, products and solutions.

Grows business knowledge and network by partnering with experts in small business, lending and investments

Manages financial center traffic, appointments and outbound calls effectively

Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Applies strong critical thinking and problem-solving skills to meet clients’ needs.

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Experience in financial services and knowledge of financial services industry, products and solutions.

Grows business knowledge and network by partnering with experts in small business, lending and investments

Manages financial center traffic, appointments and outbound calls effectively

Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Applies strong critical thinking and problem-solving skills to meet clients’ needs.

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Experience in financial services and knowledge of financial services industry, products and solutions.

Grows business knowledge and network by partnering with experts in small business, lending and investments

Manages financial center traffic, appointments and outbound calls effectively

Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Applies strong critical thinking and problem-solving skills to meet clients’ needs.

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Experience in financial services and knowledge of financial services industry, products and solutions.

Grows business knowledge and network by partnering with experts in small business, lending and investments

Manages financial center traffic, appointments and outbound calls effectively

Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Applies strong critical thinking and problem-solving skills to meet clients’ needs.

Maintain a thorough knowledge of the bank’s deposit, loan and ancillary products and an understanding of the qualifications required

Identifying and understanding customers’ long-term financial needs and offering tailored product and services solutions

Applies strong critical thinking and problem-solving skills to meet clients’ needs

Expert in using digital resources and technologies to optimize clients’ digital banking experience

High school diploma or general education degree (GED) required; Bachelor’s degree preferred

2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry highly preferred

Meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management.

Maintain a working knowledge of and utilize a consultative approach with every customer interaction.

Adhere to policies, procedures, regulatory banking requirements, and state and federal laws.

Professional, thorough and organized with strong follow-up skills.

Ability to understand and follow policies, procedures and regulatory requirements.

Deliver customized banking solutions and recommendations based on customer need.

Participates in attending educational programs, hospital and departmental staff meeting.

Performs other duties as required by Operations Manager and/or Director.

1 -2 years experience of coding in an acute care hospital setting preferred.

Maintains utmost level of confidentiality at all times.

Adheres to hospital policies and procedures.

Demonstrates business practices and personal actions that are ethical and adhere to corporate compliance and integrity guidelines.

Experience adhering to policies, procedures, and regulatory banking requirements

Deliver exceptional customer experience by acting with a customer-first attitude

Possess initiative, and knowledge to provide financial options for customers using a consultative approach

Professional, thorough, and organized with strong follow-up skills

Exude confidence with clients when sharing product knowledge and solutions

Make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships

Manage risk while actively practicing loss prevention

Excellent written and verbal communication skills

Experience in dealing with fraud, protecting customers’ money, and build trust so clients feel comfortable and safe

Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards

Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues

Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures

Well-organized individual with time management and prioritization skills

Responsible for meeting and maintaining registration requirements under the Federal SAFE Act

A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.

Strong verbal communication and interpersonal skills

Demonstrated financial services product knowledge

Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.

Manage risk while actively practicing loss prevention

Excellent written and verbal communication skills

Experience in dealing with fraud, protecting customers’ money, and build trust so clients feel comfortable and safe

Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards

Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues

Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures

Manage risk while actively practicing loss prevention

Excellent written and verbal communication skills

Experience in dealing with fraud, protecting customers’ money, and build trust so clients feel comfortable and safe

Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards

Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues

Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures

Knowledge and experience with bank processing software.

Demonstrated knowledge and experience with office automation equipment, including phones, computers and scanners as well as Microsoft Word, Excel and Outlook.

Bachelor’s degree with exposure to Accounting or Finance courses is preferred or equivalent work experience.

Communicate effectively with Manager, especially if issues or concerns arise with ability to meet deadlines or provide appropriate coverage.

Knowledge of personal and Private Banking deposit products and processes, as well as banking rules and regulations.

Prior experience in a similar role within retail banking services, preferably in a commercial bank.