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Relationship Banker

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1 Vacancy
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Job Location drjobs

Plano, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Relationship Banker
Plano TX
FullTime
Our Mission: At UBank we are on a mission to revolutionize the Future of community banking. If you believe in meeting people where they are and helping them forge the life they want today then your Make It Happen energy may just be the right fit! So come join us as we build a bank together based on common sense consistency and efficiency!
RB3 Summary: You will support both consumer and business customers with service and onboarding highlighting operational excellence. Addressing escalated issues and providing solutions for their financial health are key priorities. You will embody the UBank brand by stepping in as needed. Our strategy emphasizes Legendary Service Lifelong Relationships and Operational Excellence. Your tasks include transaction handling account opening and assisting complex customers all while offering solutions to improve their financial wellbeing.
JOB DUTIES AND RESPONSIBILITIES:
Service
  • Warmly Greet (within 3 seconds of entry) and assist customers to understand their need and recommend relevant solutions.
  • Followup with customers promptly and when promised assisting them to navigate any service challenge and then share what you learned for the benefit of others.
  • Fully Understand bank products and services
  • Take ownership over the physical appearance of your branch and workspace
  • Have effective onboarding conversations that meet UBank standards.
  • Open consumer products for customers perform maintenance on existing accounts.
  • Utilize access manager to unlock online banking profiles.
  • Use client central to unlock debit card and clear fraud cases an increase temporary and permit limit increase with appropriate approvals.
  • Maintenance Dormant accounts and authorized to change status.
  • Access to and ability to maintenance Telelphone bank system to aid customers.
Lifelong Relationships
  • Engage in intentional conversation based of the three Ps: Personal Professional and Play.
  • Meeting customers where they are absent of judgment and shame.
  • Make needsbased recommendations empowering customers to thrive in their financial lives.
  • Learner Mindset vs. Knower Mindset.
  • Promptly Answer telephone (less than 3 rings) and address or escalate inquiries as needed.
  • Provide effective followup on new accounts open that includes 2x2x2 process. A thank you card within 2 days of opening and account a follow up call in 2 weeks to make sure customers have everything set up and working properly and a call in 2 months to follow up on additional needs.
  • Open business accounts and new business online banking access including maintenance like adding accounts.
  • Understand and complete TM paperwork and service trouble shooting like RDC set up an additional service need.
  • Deliver on departments KPIs Key Performance Indicators
Operational Excellence
  • Balancing and accuracy while completing customer deposits withdrawals and transfers.
  • Monthly/quarterly rotating operational tasks
  • Accurately filling out tickets to ensure efficiency for customers both internal and external.
  • Master opening and closing procedures including dual control.
  • Shows eagerness and capacity to learn new methods procedures and techniques.
  • Demonstrate the ability to open accounts properly ensuring to gather all the appropriate CIP (Customer Identification Program) information.
  • Managing personal technical exceptions to follow retail standards.
  • All other tasks as assigned.
  • Provide overrides for other teammates based on established limits. (teller overrides cashiers checks)
  • Impute wires into wire exchange following the process and gain the appropriate approval and submit to the wire room (once certified)
  • Access to Verafin to work CTRs for branch as needed.
COMPETENCIES:
Interpersonal Savy Ability to build and maintain solid working relationships with colleagues superiors and direct reports.
Organizational Courage Faces difficult issues with optimism and confidence and supports others who do the same; stands up to tackle tough assignments and champions coworkers to do the same.
Digital Curiosity A fervent desire to discover a new way to do things in the digital world and empower customers to do the same adding value to their lives saving them time and money!
Customer Focus Understanding who the external and internal customers are and what they value. Meeting and exceeding customerneedswhile cultivating relationships that secure commitment and trust.
Personal Initiative The ability to identify what is needed being resourceful to find what is needed to accomplish the task at hand. Then sharing the knowledge that was learned for the betterment of the team.
JOB DETAILS
  • Location: Plano Texas
  • Onsite
  • Hours/Duration: Full Time
  • Status: NonExempt/Hourly


Employment Type

Full Time

Company Industry

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