Financial Center Relationship Banker
Company: Independent Bank Group, Inc
Location: Lewisville
Posted on: May 14, 2022
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Job Description:
The Financial Center Relationship Banker is a sales and service
focused position designed to achieve financial center objectives by
generating new relationships and retaining existing relationships
utilizing a variety of business development strategies.
Responsibilities:
Conduct business development activities to achieve financial center
sales and revenue goals
Actively participate in meeting financial center growth initiatives
offering referrals and services to new and existing clients
Acquire, expand, and retain client relationships with existing
clients and prospects to achieve target objectives
Participate in weekly coaching sessions with financial center
leadership
Conduct discussions with existing clients and prospects to
understand background and identify banking needs through effective
profiling; clearly communicate potential solutions
Participate in workplace banking events
Cross-sell all products and services to meet clients' needs and
achieve strategic objectives and retention goals
Refer to other lines of business in order to expand new and
existing relationships
Conduct outbound sales activities (chamber/networking events,
community events, meetings with local businesses) to establish
visibility in the community and drive business to the financial
center
Cultivate partnerships across business lines to obtain and provide
qualified referrals, and capitalize on secondary incentive
plans
Execute integrated sales, relationship, and credit strategies that
are aligned with the financial center's business plan
Take ownership of the client experience including onboarding and
resolve service issues as appropriate through follow-up from self
and other Bank resources following client transactions
Assist customers by processing a variety of financial transactions
efficiently and accurately according to established Bank policies
and procedures
Originate consumer and small business loans
Open new accounts, including but not limited to checking, savings,
CD's, IRA's, Business
Process maintenance, operations and correspondence for new and
existing accounts
Demonstrate knowledge and understanding of new account systems;
maintaining technical expertise of current products
Maintain the required knowledge of products, services, policies and
procedures, and other compliance requirements that pertain to the
Retail Bank
Adhere to operational controls, including legal, corporate, and
regulatory procedures to ensure the safety and security of customer
and bank assets
Qualifications:
Education Requirements
Minimum Experience
Minimum of 3 years sales experience
Licenses and Certifications
Knowledge, Skills, & Abilities
Demonstrated successful sales experience in a salary plus incentive
environment with individual sales goals
Proven ability to identify customer needs and tailor features and
benefits of products/services to customers with differing needs
Ability to make personal connections, engage and educate customers,
ask open-ended questions and use listening skills to establish
trust and build lasting customer relationships
Ability to meet and exceed sales goals
Ability to complete routine transactions with limited
supervision
Strong organizational, interpersonal, communication, and customer
relation skills
Attention to detail and mental concentration for accurately
performing tasks
Ability to balance multiple tasks simultaneously
Ability to follow standard operating policies and procedures
Computer proficiency with working knowledge of Microsoft Office
Suite applications, required
Ability to adapt to changing work environment
Ability to work during branch hours of operation
Effective time management
Strong team player
Job Details:
Regular
Keywords: Independent Bank Group, Inc, Lewisville , Financial Center Relationship Banker, Accounting, Auditing , Lewisville, Texas
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