Senior Banker II - Austin South
On-siteAustin, Texas, United States
Job Summary
Uncover personal banking needs for individual and small business clients by offering tailored solutions and connecting them to specialists. Balance transactional activities like in-person calls with proactive relationship building to deepen client engagement. Introduce and fulfill banking products including checking accounts, credit cards, and loans while managing risk across all transactions. Collaborate with teams to navigate complex financial needs and educate clients on self-service technologies. Adhere to established processes and regulatory requirements while optimizing the client experience through available resources. Work weekends and extended hours as a commissioned notary to support the financial center's goals.
Required Qualifications
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Confident in identifying solutions for helping new and existing clients based on their needs
- Strong written and verbal communications skills
- Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
- Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
Desired Qualifications
- BILINGUAL - SPANISH HIGHLY DESIRED
- An associate's degree or bachelor's degree in business, finance, or a related field
- Experience working in a financial center where goals were met or exceeded
- Retail and/or sales experience in a salary plus incentive environment
- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
- Experience with financial information, spreadsheets and financial skills
- Knowledge of banking products and services
- Strong computer skills including MS applications and previous experience utilizing laptop technology
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