Senior Banker - Austin South area
Core
First point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses, offering solutions, and connecting clients to specialists.
Role type
Senior Banker (Financial Center)
Builds
Consumer and small business banking solutions, services, and strategies
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales experience, client relationship management, self-service technology training, regulatory compliance, critical thinking, time management, notary commission
Preferred skills
bilingual Spanish, associate's or bachelor's degree in business/finance, retail/sales experience in incentive environment, financial skills, knowledge of banking products
Technologies
self-service technologies, MS applications, laptop technology
Responsibilities
Partner with teams to provide consumer and small business solutions; assist and train clients on self-service transactions; leverage resources to optimize client experience; adhere to processes and laws for account operations; manage client interactions and regulatory requirements
Seniority
Entry-level to Mid-level (1+ years experience)