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JOB CLASSIFICATION

Full / Part-time: Full Time
Hours Per Week: 40
Location: 1801 S. 2nd St. McAllen, TX 78503



JOB SUMMARY

The Premier Banker I specializes in customer onboarding activities with specialization in remote processes when using the online E-Application and in person. They will provide great service to customers by fostering a work environment that attracts, develops, recognizes and retains employees who demonstrate a commitment to our core values. Secondly, by building long term relationships with our customers by providing superior value and integrity and personalized service. Third, contribute to the growth and development of our communities through investment and involvement. In doing so, optimizing the shareholder’s long-term value.

The Premier Banker I services all customer types but has a specialization when servicing business customers, both domestic and foreign owned entities and/or individuals; in person and remotely through the E-Application. Including, supporting Vantage Bank Texas (VBT) Legacy branches with customer onboarding processes by guiding them through the application steps and creating a CAG package for the Customer Acceptance Group (CAG) approval methods. As part of our Team, the sales representative listens to client needs and the referring bankers to understand and determine which products/services will be more suitable for the client throughout the relationship, while at the same time providing an exceptional client experience. Offering a solution oriented approach for our clients is our number one priority while ensuring all sales and service activities comply with the bank’s regulations. The Specialty Desk Associate performance will be gauged and evaluated based on their individual contributions according to the department’s metrics and service provided both internally and externally.

The Premier Banker I will handle basic to multifaceted service and maintenance requests. The Banker is tasked with business development by cross selling solution oriented products and services to existing customer relationships. These relationship management tasks will position the Banker to serve as a trusted advisor for the client’s needs. Effectively open Domestic and International accounts both Personal and Commercial, handle customer inquiries in person, by email or by phone, explain the institutions products and services to existing and prospective customers; including the referring bankers and relationship managers. Referring customers to appropriate personnel in lending and other areas of the bank, taking and confirming wire transfer requests, and adhering to all compliance and operation expectation.


ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

  1. Open new “International” and “Domestic” Commercial and Personal accounts including but not limited to checking, savings, and certificates of deposits, money markets, safe deposits boxes, and IRAs.
  2. Assist and submit credit card applications, mortgage, consumer and CBB loan referrals; including, Treasury Management, Foreign Exchange, and Merchant Services referrals
  3. Acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services.
  4. Illustrates commitment and dedication by supporting and collaborating with other team members.
  5. Collects or completes all required documentation for accounts to comply with all regulatory requirements and bank policies.
  6. Maintaining knowledge of respective bank products and services.
  7. Review existing accounts activity and contact customers by phone or person to identify customer’s needs.
  8. Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner.
  9. Consistently meeting or exceeding sales goals for deposits, refer prospects and current customers to other lines of business according to determined segmentation, and others as set by management.
  10. Assists customers by phone or in person with any needs or concerns they might have and assists in verifying incoming requests.
  11. Learn, understand and perform the process of all wire transfers including domestic, international and foreign exchange. Confirms and verifies received faxes with authorized signer on the accounts, verify signature on request is legit and review if funds are available.
  12. Responds effectively to customers requesting to close their accounts, determining the reason and offering possible alternatives.
  13. Learn, understand, and perform the process with ODD/EDD’s or KYC requests from the BSA Department.
  14. Completing other related duties as assigned, including providing guidance and training to less experienced personnel.


QUALIFICATIONS


These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

  • Excellent customer service skills with an ability to source and identify key opportunities to add value to the customer relationship by offering a solution oriented proposal of financial services.
  • Experience in financial industry sales or of a comparable industry
  • Excellent verbal and written communication skills with experience in relative business jargon in both English and Spanish. Communication experience in person, over the phone and via remote channels.
  • Strong organizational skills; able to manage priorities based on expectation and workflow.
  • Ability to work independently and as a team member contributing to the department and overall institution goals.
  • Acute attention to detail with versatility, flexibility and a willingness to work within constantly changing priorities and possess a high level of enthusiasm.
  • 5 years relative experience on banking preferred
  • College degree preferred in the fields of Business Finance or Accounting but not necessary


EOE/M/F/D/V

APPLY NOW

Why Work at Vantage?

Our People/Our Culture

At Vantage, we have a committed professional team that share a passion for service. We are a team that values relationships and work together for the greater good of our customers. We strive to follow our motto "One Team. One Bank. One Company."

Our Benefits

  • 401(k) Plan Contribution Match
  • Health & Dental Insurance
  • Disability Insurance
  • Bonus & Incentive Pay Programs
  • Life Insurance
  • Vacation and sick paid leave

Our Programs

  • Health & Wellness Programs
  • Training & Career Development Programs
  • Academic Partnerships
  • Mentorship Program
  • Internship Program

More Perks

  • Employee Advisory Committee
  • Active Community Involvement

For additional information, please call the Human Resources department at (956) 664-8485.