Robert Half Relationship Banking Specialist in Midland, Texas
A Relationship Banking Specialist is a key member of the banking team responsible for building and maintaining strong relationships with clients and customers. They serve as a primary point of contact for clients' financial needs, offering personalized guidance, advice, and solutions to help clients achieve their financial goals. The role requires a deep understanding of banking products, excellent communication skills, and a customer-centric approach.
Client Relationship Management:
Develop and nurture strong, long-lasting relationships with assigned clients.
Understand clients' financial goals, needs, and preferences to provide tailored solutions.
Act as the main point of contact for all banking-related inquiries and transactions.
Conduct thorough financial assessments to understand clients' current financial situations and future objectives.
Provide expert advice on various banking products and services, such as loans, investments, savings accounts, and credit cards.
Offer recommendations that align with clients' financial objectives and risk tolerance.
Cross-Selling and Upselling:
Identify opportunities to introduce clients to additional banking products and services that match their needs.
Present relevant products and services to clients and explain the benefits and features.
Collaborate with internal teams to facilitate the smooth execution of product sales.
Assist clients with day-to-day banking transactions, including deposits, withdrawals, transfers, and bill payments.
Guide clients through online banking platforms and educate them on self-service options.
Address client concerns, inquiries, and issues promptly and effectively.
Investigate and resolve any discrepancies or errors in a timely manner.
Compliance and Documentation:
Ensure all client interactions and transactions are compliant with banking regulations and policies.
Maintain accurate and up-to-date client records and documentation.
Stay informed about industry trends, market conditions, and changes in banking regulations.
Utilize this knowledge to provide clients with relevant insights and advice.
Client Outreach and Engagement:
Proactively reach out to clients to offer updates on new products, promotions, and banking-related information.
Participate in customer appreciation events and community outreach initiatives.
Bachelor's degree in Finance, Business, Economics, or a related field (preferred).
Strong understanding of banking products, services, and financial concepts.
Excellent communication and interpersonal skills.
Customer-focused attitude and a passion for delivering exceptional service.
Ability to build trust, credibility, and rapport with clients.
Proficiency in using banking software and online platforms.
Detail-oriented with strong organizational and multitasking abilities.
Ability to work independently and collaboratively within a tea
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.