CareerPlan

Small Business Connect Relationship Banker (Call Center Sales) Irving TX

Irving, TX, USFull-time2026-11-04 → 2026-11-12
Based in United States

Core

Outbound calling and sales of comprehensive financial solutions to small businesses with annual revenues under $2.5 million.

Role type

Relationship Banker (Call Center Sales)

Builds

Financial solutions for small business customers

Domain

Banking / Small Business Finance

Required skills

Outbound calling, customer service, sales, prospecting, digital tools usage, account maintenance, financial solutions sales

Preferred skills

Cash flow management, business credit underwriting, banking operations, new business development, community relations, high call volume handling

Technologies

Digital tools, NMLS registration systems

Responsibilities

Outbound calling to source referrals and offer solutions, servicing and maintaining customer accounts, account opening, demonstrating core values in customer interactions

Seniority

Mid-level, hands-on IC