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Financial Relationship Consultant at The Intersect Group

Position Financial Relationship Consultant
Posted 19 Jun 2026
Expired 19 Jul 2026
Company The Intersect Group
Location United States | US
Job Type Full Time

Job Description:

Latest job information from The Intersect Group for the position of Financial Relationship Consultant. If the Financial Relationship Consultant vacancy in United States matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at The Intersect Group for the position of Financial Relationship Consultant below matches your qualifications.

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 in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development

Duration - 6 month contract with possible conversion

Location: Dallas 75201 (near McKinney Avenue and Pearl Street)

Schedule: Onsite M-F, 8 AM – 5 PM

Interview Process: Typically2 rounds (1 virtual followed by 1 onsite)

Qualifications:

  • 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 the platform 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 has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)

Preferred:

  • Bilingual in Spanish preferred; not 100% required
  • Salesforce CRM experience preferred

Other skill:

  • 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

Responsibilities:

  • 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 that is aligned to our high touch / engagement model
  • Proactive phone calls to both existing and prospective customers
  • Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
  • Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
  • Open accounts for new walk-in; 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

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Job Info:

  • Company: The Intersect Group
  • Position: Financial Relationship Consultant
  • Work Location: United States
  • Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Financial Relationship Consultant at the office United States above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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