Veritex Holdings Inc. is a publicly traded bank holding company headquartered in Dallas, Texas. Through our wholly-owned subsidiary, Veritex Community Bank, a state-chartered bank, we provide relationship-driven commercial banking products and services tailored to meet the needs of small to medium-sized businesses and professionals. Since our inception, we have targeted customers and acquisitions primarily in the Dallas Metropolitan and Houston markets. We have expanded to 40+ locations including a residential mortgage office. We are a fast growing and dynamic organization. The quality of our employees and their dedication to service is what separates us from other banks of any size. We strive to attract and retain exceptional employees who share our commitment to superior customer service, continued growth and organizational success.
We have been recognized as one of The Best Banks to Work for in the US by The American Banker!
The Financial Services Representative works in the branch and is responsible for deepening relationships by recommending products and services that would benefit potential and existing customers. The FSR is cross-trained to provide both Personal Banker and Teller services. While assigned to a home branch, the FSR will travel to other branches to fill in, as needed.
- Selling financial products (e.g. Credit Cards, CD's IRA's,)
- Opening deposit accounts
- Promote the sale of bank products and make referrals to business partners as appropriate. Develop strong customer relationships and learn to recognize customer needs.
- Responding to customer inquiries and concerns and creating positive solutions.
- Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
- Integrity, discretion, and respect for confidential information are absolutely essential.
Education and Experience
High school graduate or equivalent; Two plus years of retail branch or sales experience. Strong knowledge of competition and product knowledge needed; Strong analytical and problem-solving skills with the ability to achieve innovative solutions.
Skills and Abilities
Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Ability to answer detailed customer questions as well as sell bank products and services. Excellent communication skills needed to identify customer needs and explain bank brochures and other bank literature. Ability to greet customers in a friendly manner. Maintain a positive and helpful attitude in any situation.
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands/fingers to handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
As of the date shown below, the contents of this job description are intended to describe the general nature and level of work being performed by people assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties and skill required of personnel so classified. Further, essential job functions are subject to change based upon business needs.
Veritex Community Bank is an equal opportunity employer. Veritex Community Bank Corporate Human Resources [Dallas, Texas] Revised: 10/09/18