Premier Banker

THIRD COAST BANK•Houston, TX

13h•Onsite

About The Position

The Premier Banker provides sales, service, and execution support for new and ongoing client relationships. The role grows and maintains a profitable client portfolio, increases deposits by deepening relationships and acquiring clients, and supports loan-payment processing and advances on lines of credit. The Premier Banker promotes the Bank’s business through strong customer relationships and collaboration with other business lines, handles customer inquiries through timely resolution, and gathers information needed to open personal and commercial accounts. The role works independently with limited supervision and helps ensure compliance with Bank policies and applicable state and federal banking regulations. The position is full-time and exempt, with typical hours Monday through Friday, 8:00 a.m. to 5:00 p.m. It operates in a professional office environment and has no expected travel. The position has no supervisory responsibilities.

Requirements

High school diploma or GED required; a bachelor’s degree is preferred.
Five years of banker experience growing client relationships with portfolio management experience is preferred, or an equivalent combination of education and experience.
Work-related experience should include a financial-institution customer-service background.
Education or training should be business- or financial-industry-related.
Intermediate experience, knowledge, and training in branch operations, terminology, products, and services.
Knowledge of applicable state and federal banking compliance regulations and Bank operational policies.
Intermediate computer skills, including terminal and personal computer operation, mainframe systems, and word-processing, spreadsheet, and account-opening software.
Intermediate typing skills sufficient to meet production needs.
Basic math skills, including calculating interest, balancing accounts, working with whole numbers, fractions and decimals, finding routine mathematical errors, and counting currency, coins, and negotiable instruments.
Effective verbal, written, and interpersonal communication skills, including the ability to follow instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly with customers and employees.
Ability to handle difficult problems involving multiple facets and variables in non-standardized situations.
Excellent organizational and time-management skills.
Ability to manage multiple tasks in a fast-paced, diverse, growth-oriented environment.
Ability to work independently with limited supervision.
Ability to accommodate detailed work, problem-solving, customer contact, reasoning, math, presentations, analytical work, stress, concurrent tasks, and interruptions.
Ability to perform the described physical activities, including lifting up to 50 pounds.

Nice To Haves

Bachelor’s degree.
At least five years of banker experience growing client relationships, with portfolio management experience.

Responsibilities

Process account activity using multiple bank systems, determine balances, and resolve problems within authorized limits.
Build, grow, and maintain a profitable book of business.
Apply knowledge of Bank products, identify collaborative cross-selling opportunities, and engage other Bank team members in client relationships.
Help clients define financial goals and objectives and partner with Third Coast Bank Financial Advisors to support those goals.
Analyze clients’ financial resources and financial positions.
Open new accounts and service existing personal and commercial accounts.
Prepare and manage loan-related reports, including board reports and monitoring reports.
Assist in gathering financial statements in anticipation of credit renewals or reviews.
Follow policies and procedures, complete tasks correctly and on time, and support the Bank’s goals and values.
Gather consumer identification information required by CIP and the USA PATRIOT Act before account opening.
Gather required identification information and commercial documentation for Premier Bank customers before opening business and consumer accounts.
Handle customer inquiries and ensure appropriate, timely resolution.
Perform other duties as assigned.