On-site
Dallas, TX 75205
1+ Month
Description
Project Overview:
This role will work with the Personal Banking Manager and other Senior Personal Bankers. The role will vary based on current needs, but will be a full-time position Monday-Friday on-site (not hybrid.)
Contractor’s Role:
Work with the Banking Team on the lobby Front Desk to take on administrative tasks such as greeting walk-in clients, directing the clients to the appropriate Personal Banker, and answering the phone. Additionally, the role will include setting up for various partner/banker meetings.
Qualifications:
• Self-Starter
• Willing to learn
• Strong organization and Client Service skills
• Strong communication skills
• Experience with communicating with managers
Nice to Haves:
• Previous financial industry experience a plus
• Experience with Microsoft Teams
Tasks and Responsibilities:
• Sit at Front Desk – First Point of Contact when client enters building and greeting them upon arrival
• Directing Walk-In Traffic to appropriate partner to assist with the transaction(s)
• First point of contact for Main Line incoming calls and get client to the appropriate partner
• Set up meetings for various meeting as needed
Potential contract to hire - based on need, work performance and budget availability