Relationship Banker at North Dallas Bank & Trust Co.

Posted in Accounting 13 days ago.

Location: Dallas, Texas

Job Description:

North Dallas Bank & Trust Co.

Equal Employment Opportunity/M/F/disability/protected veteran status

Job ID 2021-1422
Job Locations US-TX-Dallas
# of Openings 1
Category Banking Center

Join Our Team!

We have a great team of friendly, talented and inspiring people at North Dallas Bank & Trust. We take pride in offering exciting opportunities for employees to grow and follow their passions. Founded in 1961 we strive to provide excellent customer service to our customers and communities and provide an environment in which each of our employees can excel in a spirit of mutual respect, accountability creativity and teamwork and at all times to act with dignity honor and fairness. If this sounds like something you would like to be a part of - consider applying today.

About the Position: Relationship Banker

As a Relationship Banker in the Banking Center, leading and delivering an outstanding experience to North Dallas Bank & Trust Co. customers is a key priority. They acquire, manage and retain meaningful relationships with our customers, using financial knowledge to offer thoughtful solutions to help address financial needs. Relationship Bankers perform related duties as required to achieve Banking Center goals.


  • Primary role to open new accounts, certificates of deposit, taking non-real estate consumer loan applications, and all other ancillary products offered by the Bank; answer customer questions, provide account opening information and ensure proper paperwork is completed and entered on the computer system.

  • Develop and maintain close relationships with the customer base of the Banking Center and thorough knowledge of account ownership, active participation in lobby leadership, greeting customers by name, and adherence to customer service standards as outlined by North Dallas Bank & Trust Co.

  • Manage assigned customer portfolio and proactively meet with customers - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. The appointments would primarily be held in the Banking Center.

  • Maintain a working knowledge of and utilize a consultative approach with every customer interaction.

  • Deliver customized banking solutions and recommendations based on customer need.

  • Improve digital adoption of customers by setting up self-service options to access their accounts 24 hours a day/7 days a week.

  • Uncover opportunities with customers and partner with Specialists (Wealth, Treasury, Mortgage, and Commercial) to connect customers to experts who can help them with specialized financial needs.

  • Process non-real estate consumer loan applications and close non-real estate loans according to established procedures.

  • Maintain a well-developed working knowledge of the complete line of Bank products and services offered, take responsibility to keep up to date and request assistance for further development needs.

  • Provide a customer experience, as defined by North Dallas Bank & Trust Co., that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty and retention that provides a differentiated experience from other financial institutions in the marketplace.

  • Respond to all customer inquiries and service requests, providing prompt and accurate resolution of problems/issues in a timely manner, generally within 24 hours, refer complex issues to the Banking Center Manager.

  • Initiate and maintain customer contact through a variety of methods, including but not limited to, customer interaction on the teller line and account area, phone prospecting, outbound calls to customers, appointments could be conducted inside or outside the bank, and attending community events as needed.

  • Participate in morning huddles, sales meetings and monthly staff meetings.

  • Adhere to policies, procedures, regulatory banking requirements, and state and federal laws.

  • Meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management.

  • Promote and model professional communication and demeanor.

  • Demonstrate strong initiative in role.

  • Lead and model North Dallas Bank & Trust Co. Mission Statement.


  • 40 hours per week, Monday through Friday

  • Bachelor's degree from a four-year college or university; or two to four years related experience and/or training with two years financial services experience; or two years in a relationship sales role; or an equivalent combination of education and experience.

  • Demonstrated ability to learn products, services and procedures quickly and accurately.

  • Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs.

  • Comfortable educating others on technology.

  • Professional, thorough and organized with strong follow-up skills.

  • Performs well in a team environment and proactively collaborates with others to serve customers.

  • Ability to understand and follow policies, procedures and regulatory requirements.

  • Projects a professional image in dress, manor and communication.

  • Ability to read and interpret documents, such as safety rules, operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the Bank.

  • Ability to calculate figures and amounts, such as discounts, interest, commissions, proportions, percentages, area, circumference and volume. Ability to apply concepts of basic algebra and geometry.

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

  • Proficient knowledge of Microsoft Office products, including Outlook, Excel, Word and PowerPoint. Knowledge of email and Online Banking software and ability to troubleshoot minor technical issues. Advanced keyboarding and ten-key skills.

  • Notary Public registration.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

Location: Dallas (Preston Rd and I-635/LBJ)

North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.


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