Senior Relationship Banker

ComericaHouston, TX
8dOnsite

About The Position

Relationship Banker Senior The Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position's work schedule involves occasional evenings/Saturdays, temporarily working at other assigned banking center location based on staffing needs.

Requirements

  • Associate Degree from an Accredited College OR 60 college credits OR High School Diploma/GED AND 3 years of customer service experience
  • 2 Years of Customer Service experience
  • 2 Years of Personal/Relationship Banker experience
  • 2 Years of experience in Consumer/Business Sales Development
  • 2 Years of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint

Responsibilities

  • Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
  • Complete assigned daily planning activities.
  • Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
  • Act as a digital ambassador to transition customers to digital solutions.
  • Initiate quality financial wellness conversations to add value to customers relationships.
  • Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
  • Assist in community awareness events to increase bank outreach and foster new business relationships.
  • Effective utilization of converge for customer relationship management.
  • Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
  • Ensure compliance and completion of necessary compliance related training.
  • Impact the operational and risk activities and related results for the RB role within the Banking Center.
  • Adhere to all Banking Center Risk Assessment and Compliance Standards.
  • Control and mitigate losses by following policies and procedures.
  • Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
  • Lead and oversee banking center activities in the absence of Banking Manager.
  • Consistently assess needs and add value to customers and prospects.
  • Educate and fulfill customer requests, routine and complex.
  • Resolve customer complaints.
  • Maintain and add value to deepen existing relationships.
  • Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
  • Must successfully complete Comerica Platform Training Program.
  • Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
  • Perform routine Teller transactions as needed.
  • Maintain customer confidence and protects bank operations by keeping information confidential.
  • Consistently impact the efforts that improve Banking Center Collaboration.
  • Identify opportunities to add value to customers by introducing them to partners.

Benefits

  • We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs.
  • You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses.
  • We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave.

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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