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Financial Center Relationship Banker

Company: Independent Bank Group, Inc
Location: Lewisville
Posted on: May 14, 2022

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

  • Schedule periodic meetings and check-points with clients to provide value-added services

    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

    • Provides timely follow up with clients as necessary to ensure completion of document packages

      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

      • Obtain legal documentation and all required customer information in compliance with the Bank's New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act's Customer Identification Program

        Qualifications:
        Education Requirements

        • High school diploma or equivalent education certificate (GED)

          Minimum Experience


          • Minimum of 3 years sales experience

          • Minimum of 1 year experience in Retail or Financial sales

            Licenses and Certifications

            • This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background screening and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process.

              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

              • General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements

                Job Details:
                Regular

Keywords: Independent Bank Group, Inc, Lewisville , Financial Center Relationship Banker, Accounting, Auditing , Lewisville, Texas

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