New Accounts Representative I

About the Role

Imagine working somewhere that offers more than a steady paycheck; a place where you have ownership, employees are celebrated and growth is encouraged, both personally and professionally. At Guaranty Bank & Trust, we improve the financial well-being of our customers while delivering a "Raving Fans" experience, both for customers and employees. We are eager to welcome you as a New Accounts Representative to our team to help drive change, create a fun and inclusive work environment, and bring creative, open-minded ideas to our people experience through the lens of our core values.

Founded in 1913, Guaranty Bank & Trust has been serving its community with a mission that goes beyond financial transactions, focusing on building bridges, nurturing growth, and ensuring a brighter future. Recognized for its excellence, Guaranty Bank & Trust has been named one of the “Best 100 Companies to Work for in Texas” by Texas Monthly Magazine for thirteen consecutive years and has earned a 5-star rating from Bauer Financial, Inc.

Responsibilities

• Work with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
• Open new accounts, including consumer and business accounts.
• Take ownership of the customer experience including on-boarding and resolving service issues.
• Conduct outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank.
• Connect customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs.
• Contact new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities.
• Engage customers in the lobby and on the phone to assist, educate, and train them on how to conduct transactions through self-service technologies.
• Comply with privacy policies and procedures to maintain customer confidentiality and information protection.
• Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Perform any additional duties and tasks assigned by management.

Requirements

• Displays passion, commitment, and drive to deliver an experience that improves our customer's financial lives.
• Excellent communication skills that build customer relationships based on trust.
• Strong critical thinking and problem-solving skills to meet our customer's needs.
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change.
• Ability to collaborate with others to achieve shared goals.
• Proficient in Microsoft Office.
• High school degree or higher (required).
• Minimum 1 year of New Accounts experience (preferred).
• Minimum 6 months of Teller experience (required).

Work Location

Guaranty Bank & Trust in Paris, TX. Must live within 30 minutes of the bank's location at 3250 Lamar Ave, Paris, Texas 75460.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear.
• The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.
• Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
• Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary.
• Must be able to work extended hours or travel off site whenever required or requested by management.
• Must be capable of regular, reliable, and timely attendance.
• Must be capable of climbing/descending stairs in an emergency situation.
• Specific vision abilities required include close visual acuity to prepare and analyze data and figures; transcribe; view a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

Benefits

• Competitive pay with starting salary dependent upon relevant experience and geographic location.
• Extensive benefits package including medical, dental, vision, and life insurance for employees and eligible dependents.
• Health savings account option and Employee Assistance Program (EAP).
• Health rewards program.
• Retirement savings plan, including 401(k) and Profit-Sharing plans.
• Short and long-term disability benefits.
• Education and training benefits.
• Discounts on banking products and services.
• Generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for part-time employees up to a maximum accrual of 240 hours per year for certain full-time employees. PTO accruals depend on position, status, and years of experience.
• Most full-time employees are offered 6 paid holidays, and part-time employees are offered pro-rated paid holidays. Employees in Utah and Nevada may be eligible for pay for certain state-recognized holidays.