Relationship Banker

Where

Austin, TX

What you'll be doing

The Relationship Banker is a branch based customer facing position whose primary goal is to acquire, retain, deepen and manage relationships with our customers. Relationship Bankers are responsible for generating growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach. Candidate will take a lead role in creating an outstanding customer experience and helping the Branch meet sales objectives contributing to the success of the firm. As a Relationship Banker, candidate will have an assigned portfolio of customers and proactively meet with them face to face and over the phone to discover their financial needs and provide product and service recommendations. In this role candidate will also continue to develop and cultivate existing customer relationships. Applicant will also partner with specialists (such as Loan Officers, Business Bankers, and Financial Advisors), to ensure customers get access to experts who can help them with specialized financial needs.

What your background should be

This position required minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation and the ability to deliver results. Series 6 or 7, state registration (including 63 if required) and life licenses. If unlicensed, must be obtained within 90 days of joining. Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer financial relationship both over the phone as well as in person. Excellent customer contact skills; comfortable asking questions and interviewing customers about their financial situation; strong listening skills comfortable making outbound calls. Understands how to present features and benefits of products and services to customers with differing needs. Self motivated, assertive, performs well in a competitive sales environment. Professional, thorough and organized; able to follow standard operating policies and procedures. Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers. Understand how to interpret numbers, trends and data to make effective decisions. Ability to work branch hours, including weekends and some evenings.

Required Schooling / Training

College degree preferred or High school degree/GED or foreign equivalent.

Who is the client company

The Company is leading global financial services. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.

If you are interested in this position, send your resume to apply@kochdavis.com