Job Description

Financial Relationship Consultant

Summary : The Intersect Group is seeking a part-time contract Bank Teller to work for our direct client to help manage the day-to-day operations of their customer-centric bank branch in North San Antonio.

• Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
• Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
• Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc.
• Referring customers to appropriate teams to open new accounts for walk-in customers
• Assist management with various operational duties and responsibilities
• Abide by company policies, procedures, and regulatory compliance guidelines
• Qualifications Minimum of 6 months banking center experience preferred, including customer service, relationship management and cash handling
• Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
• Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
• Proven customer service skills
• Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
• Excellent communication skills, both verbal and written, with the ability to speak concisely
• Must be team-oriented
• Ability to be influential and establish positive working relationships across the organization with various stakeholders
• Strong attention to detail and accuracy
• Strong phone communication skills

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