Financial Relationship Consultant

The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day‑to‑day operations of their customer‑centric bank branch. The role blends Teller, Personal Banker, and customer service/outbound calling responsibilities for business development.

Southlake, TX 76092 (near S. Carroll Ave. &

E. Southlake Blvd.)

Onsite Monday‑Friday, 8 AM – 5 PM

• Duration: 6‑month contract with possible conversion
• Employment type:
  
  Contract
• Seniority level:
  Associate
• Job function:
  General Business
• Industry: Banking

$24.35/hr – $30.00/hr

• 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 aligned to the bank’s high‑touch engagement model.
• Make proactive phone calls to both existing and prospective customers.
• Develop a strong understanding of consumer and small‑business solutions and services to best answer prospects’ questions.
• Handle all banking transactions, teller activity, and client requests with an exceptional customer experience (deposits, withdrawals, wire transfers, etc.).
• Open accounts for new walk‑in customers; 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.
• May be asked to provide Saturday banking support.

• Minimum of 3 years of customer service/sales experience, with 2+ years’ experience in a banking center – including customer service, relationship management, and cash handling.
• Experienced in both teller duties and work in opening new accounts as a Personal/Retail/Relationship Banker.
• Knowledgeable regarding banking products and services including deposits, credit cards, CDs, personal/business loans, and ideally other financial services.
• Comfortable with outbound customer calls and demonstrates a sales mindset; aims to hit new account/credit‑card goals (may have less of this role as a contractor, but required for long‑term position).

• Bilingual in Spanish preferred; not mandatory.
• Salesforce CRM experience preferred.

• 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 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.

• Medical Insurance
• Vision Insurance
• 401(k)