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The Bilingual (English/Spanish) Customer Care Relationship Banker will be responsible for connecting with customers over the phone to understand and meet their financial needs using First United Bank's products and services. Provides assistance with card services and customer-facing technologies such as online banking, mobile banking, and telephone banking, ensuring bilingual support is consistently available.

First United Bank & Trust Co

Bilingual Customer Care Relationship Banker

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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

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HOUR

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Maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.

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Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner.

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Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner.

Senior Relationship Banker - Southern Dallas, TX

Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements.

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Relationship Banker Jobs in Texas

Relationship Banker Jobs in Texas

Bilingual Customer Care Relationship Banker First United Bank & Trust Co

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Relationship Banker Southeast Gulf Coast Wells Fargo Bank

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