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Partner with multiple lines of business within Capital One including but not limited to: Treasury Management, Wealth Management, and Vantiv Merchant Services to help cross-sell Capital One products and services and deepen new and existing banking relationships.
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Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.
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Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management.
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Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Ensurecustomers are introduced to appropriate team members to ensure seamlessrelationship management and to leverage specialists' knowledge andexperience for additional opportunities.
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Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.
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Maintains a detailed level of knowledge on retail products and services and a conversational knowledge of non-retail products (e.g., mortgage, insurance, wealth management) Utilizing a needs-based selling approach, the Universal Banker will provide solutions based on customer needs and how they like to conduct their banking.
$17.4 - $22.62 an hourExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Utilizing a needs-based selling approach, the Senior Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. The Senior Personal Banker will work with the banking team in attaining banking center goals and constantly striving to improve the profitability of the banking center.
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Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
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There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
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Under supervision, the Universal Banker will be responsible for assisting customers in a dual role function. The Universal Banker will work with the banking team in attaining banking center goals and constantly striving to improve the profitability of the banking center.
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Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
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wealth management jobs Title: banker
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