Financial Relationship Consultant
Dallas
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Customer service","Communication","Multitasking","Problem-solving","Team-oriented"]Build and deepen customer relationships by executing relationship management strategies and delivering accurate, high-quality banking transactions. Learn customers’ needs, proactively reach out by phone and in person, and refer them to the right solutions and experts. Handle teller activity and account opening with proper documentation, support community outreach events, and assist management with operational duties while following policies, procedures, and regulatory compliance.

