Financial Relationship Consultant (Southlake)

Job DescriptionFinancial Relationship Consultant 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 Proactive customer outreach that is aligned to our high-touch / engagement model Proactive phone calls to both existing and prospect customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects 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... Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations Assist in community awareness events to increase bank outreach and foster new business opportunities Assist management with various operational duties and responsibilities Abide by Bank policies, procedures, and regulatory compliance guidelines Qualifications Minimum of 2 years banking center experience preferred, including customer service, relationship management and cash handling Knowledge of banking products and services including deposits, lending and other financial services 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 Proficient knowledge of Salesforce preferred 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 Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skillsJob Requirements Salesforce

Created: 2026-03-04