Top 283 Business banker Jobs in Plano Tx

Business Banker 3
Hancock Whitney —Plano, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
CPA Tax Professional
Abundi Tax Planning and Tax Preparation —Richardson, TX
- Full-time
- Background check
- CPA
- Team management
- Health insurance
- Paid time off
Quick Apply
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Carrollton, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Sr. Universal Banker - Dallas, TX
BankUnited, N. A. —Dallas, TX
- Mid-level
- Office
- High school diploma or GED
Wealth Management Trainee (TX)
Bankers Life —McKinney, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (TX)
Bankers Life —Dallas, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Business Banker
First Citizens Bank —Dallas, TX
- Full-time
- Mid-level
- High school diploma or GED
- Business development experience
9d
Equity Research Associate
Texas Capital Bank —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Paid holidays
Business Banker
BOK Financial —Dallas, TX
- 5 years
- Mid-level
- Office
Financial Relationship Consultant
Texas Capital Bank —Dallas, TX
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Wellness program
- Paid holidays
Part Time Associate Banker Plano Community (30 hours)
JPMorganChase —Plano, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
3d
Personal Banker
WaFd Bank —Plano, TX
- $20.67 - $29.38 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- AD&D insurance
Personal Banker TX
InTouch Credit Union —Plano, TX
- $22.28 - $23.51 an hour
- Full-time
- Pass drug screening
- Mid-level
- Office
Quick Apply
Sr. Manager, M&A Analyst
McKesson —Irving, TX
- $100,800 - $168,000 a year
- Full-time
- Finance
- Databases
- Analysis skills
Personal Banker
PNC Financial Services Group —Plano, TX
- Full-time
- Spanish
- Office
- 3 years
- Wellness program
- Health savings account
Senior Compliance Analyst
Toyota —Plano, TX
- $45 - $50 an hour
- Contract
- 5 years
- Office
- Analysis skills
- Dental insurance
- 401(k)
Corporate Banker (Full Time) - Sterling Plaza
PROSPERITY BANK —Dallas, TX
- Full-time
- Microsoft Excel
- Writing skills
- Mid-level
Treasury Management Officer
Texas Capital Bank —Dallas, TX
- $400,000 - $850,000 a year
- Full-time
- Office
- Finance
- Master's degree
- Wellness program
- Paid holidays
Personal Banker I (Full Time) - Wylie
PROSPERITY BANK —Sachse, TX
- Full-time
- Basic math
- Office
- 3 years
- On-the-job training

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business banker jobs near plano tx

Business Banker 3

Hancock Whitney -
Plano, TX

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Job Details

Full-time

Qualifications

Customer communication
Financial sales
Microsoft Excel
Customer relationship building
Microsoft Outlook
Sales referrals
Word embeddings
Account development
Financial product expertise
Accounting
Customer relationship management
Prospecting
Business development within finance
Client acquisition
Individual consumer customer service
Meeting or exceeding sales goals
Client growth strategy
Client referrals
Account management experience
Industry knowledge of retail banking

Full Job Description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

This position is responsible for proactively growing and deepening relationships with both existing and new small business clients. These clients are typically companies with up to $2 million in annual revenues. This position will deepen the client relationship by presenting product and service solutions that meet the client’s needs and financial goals, including consumer and small business. These products and services include deposits, treasury and credit solutions, as well as referring related banking products and services. In addition, the position will reach out into the community by visiting businesses, making outbound calls to clients and may conduct educational seminars in the community.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Follows the sales management process ensuring a regular calling program to clients and prospects is in place in order to generate high quality new deposits and loan business from existing clients and prospects
Meets with existing clients and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help provide business solutions to all their financial needs.
Assists in planning the portfolio growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset/liability management objectives.
Coordinates with internal business partners to ensure the client consumer and small business needs and financial goals are met.
Maintains up-to-date knowledge of competitors’ products and pricing in the market served.
Reviews deposit profitability analysis and outlines strategies to bring unprofitable accounts back to profitable status.
Works with borrowing clients to procure updated financial information on an ongoing basis.
Communications lending decisions to clients.
Follows up on loan exception to ensure timely clearing, while controlling the volume of exceptions.
Serves as a representative in various civic and community functions to further enhance its image and develop additional business.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

Bachelor’s degree for a four-year college or university or equivalent years of experience
4-6 years of experience as a Business Banker
Proven ability to meet sales goals, including credit products and internal business partner referrals
Skilled in proactively sourcing, acquiring, building and maintaining relationships with clients and co-workers
Working knowledge of Microsoft Office skills including Word, Excel and Outlook
Significant experience in a role as a business advocate
Advanced knowledge and understanding of retail and/or small business products and strategies
Advanced knowledge and understanding of banking products and services
Significant experience sourcing small business clientele
Demonstrated understanding of complex financial accounting and analysis
Significant experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapter of national organizations such as the United Way.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

Effective organizational, multi-tasking and prioritization skills
Excellent verbal, written and interpersonal communication skills
Ability to work independently without supervision
Ability to provide exceptional customer satisfaction to retain and grow client banking relationship
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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Refine Your Search

business banker jobs in plano tx

Business Banker 3

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Corporate Banker (Full Time) - Sterling Plaza

Treasury Management Officer

Personal Banker I (Full Time) - Wylie

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