Customer Experience Banker - Non NMLS (Itasca, TX)

About the role

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.

Responsibilities

• Act as a Financial Concierge for walk-in customers, retaining and growing consumer and business customer relationships.
• Proactively identify financial goals and needs, recommending appropriate deposit and other banking products and services.
• Process customer transactions accurately and efficiently and balance daily while providing exemplary customer service.
• Provide excellent customer service and effectively resolve customer issues.
• Educate customers on consumer deposit products.
• Proactively identify opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
• Educate and refer customers to other areas of the bank to deepen relationships and build a strong partnership.
• Adhere to all operational, security, risk, and regulatory policies and procedures.
• Demonstrate acumen in sales, customer service, relationship management, banking, communication, and presentation.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role.
• OR a Bachelor’s Degree.

Qualifications

• 1 year or more in customer service in banking, financial services, or goal-driven retail sales.
• Cash handling skills.
• Comfort with technology such as mobile services and online banking services.

Workplace Type

Office

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.