Senior Banker- Edinburg Financial Center- Spanish Language

Job Description:

This role is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self‑service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day‑to‑day activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.
• Deepens client relationships through platform services, supporting clients with self‑service or transactional activities, and providing exceptional client care.
• Proactively connects with clients through outbound calls and conducts consistent follow‑up routines.

• Bilingual – Spanish
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business‑relevant associate degree such as business management, business administration, or finance.
• Minimum Education Requirement:
  High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours Per Week: 40