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Harmony Bank is an equal opportunity and affirmative action employer. Qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as protected veterans.

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Sales Director

Job Summary

Sales Director will work with a variety of different departments, leaders, and personnel responsible for sales to establish plans and strategies to expand Harmony Bank’s customer base. The Sales Director will be responsible for the development of sales training and educational programs (as necessary) for staff who have a sales role including lenders, treasury management officer, and market presidents. The sales director is a critical position within the team and is directly responsible for the success and growth of the Bank and will deliver outstanding customer service while aligning with the Bank’s mission and values.

Key Responsibilities:

Responsible for both individual business development and for leading the overall sales activities for the organization.
Assist senior management in the development and updating of sales plans.
Identify, build, and develop new deposit and treasury management business opportunities, outside of the existing customers, and work with treasury management officer to deepen relationships with existing customers.
Maintain accurate records and manage sales pipeline, including contacts, opportunities, lead lists, activities, and account updates and notes in a CRM system.
Conduct several weekly meetings with clients to uncover and understand their developing needs. Deliver results from these meetings.
Collaborate and problem-solve with lenders, treasury management officer, and market presidents to maximize sales team potential.
Monitor and share observations related to competitor activities and market trends and keep current with industry developments.
Meet and exceed sales goals.
Develop, implement, and follow through on strategic marketing plans and sales strategies in partnership with local branches and the Marketing department to ensure attainment of company sales goals and profitability.
Initiate and coordinate development of action plans to penetrate new markets.
Conduct one-on-one reviews with lenders, treasury management officer, and market presidents to build more effective communications, address and implement training and development needs, and provide insight for the improvement of sales performance.
Coach Universal Bankers on customer retention tactics and how to deepen existing relationships.
Provide timely feedback to executive management related to performance.
Collaborate with Marketing to set priorities based on primary focus of “lead generation”.
Work with lenders, treasury management officer, and market presidents to measure effectiveness of sales programs. Design and implement changes, as appropriate.
Analyze the success of the lead generation efforts through key performance indicators (KPIs) and set account development goals.
Ensure sales tools (CRM, other tracking mechanisms) are used effectively by each representative.
Provide input on sales performance for annual and quarterly assessments.
Ad Hoc projects as needed.

What Matters Most:

We Value Trust: Trust is the foundation of our Bank and our relationships. We work together through prompt communication and consistent, transparent processes.
We Value Relationships: We honor every person and connection by serving each other with the utmost understanding and respect.
We Value Change: Banks today cannot settle for just responding to change – we must anticipate it. We empower our team to be lifelong learners who confidently evolve with customer’s needs.
We Value Community – We are a community bank. We cultivate meaningful relationships to ensure that Better Happens Together®.

Required Skills/ Qualifications:

Thorough understanding of sales methodologies for new business acquisition, existing account growth and churn mitigation.
Strong background in industry-related sales.
Possess strong leadership skills and attributes (coaching, performance management, servant mentality)
Ability to respond effectively to highly sensitive inquiries or complaints in a timely manner.
Demonstrated excellent level written and verbal communication skills including the ability to make effective and persuasive speeches and presentations to top management, public groups, and/or boards of directors.
Ability to define problems, collect data, establish facts, and draw valid conclusions in a proficient manner.
Must be self-motivated with ability to work in an unstructured environment
Must have strong/effective negotiation skills (externally and internally)
Ability to develop relationships that will help foster opportunities for big market growth.
Knowledge and proficient utilization of MS office 2000, Excel, Word, PowerPoint
Knowledge and utilization of CRM systems

Education and Experience:

Bachelor’s degree in business, marketing, or a related field.
Minimum of 10 years of experience in banking or treasury management sales.

Physical Requirements:

Must be able to lift up to 15 pounds at times.
Prolonged periods of sitting at a desk and working on a computer.

Position Type and Schedule:

Full-time
Non-exempt
On-site
8-hour shift
Monday through Friday

Universal Banker - Rice, Texas

The Universal Banker position combines the Account Services and Teller positions. The primary responsibilities of this position are to assist customers with the paying and receiving functions of the bank, assist customers with opening new accounts, CDs, and IRAs, and provide customer service for new and existing account holders.

Responsibilities:

· Provide a high level of customer service.

· Perform processing of financial transactions, including cash transactions, with high accuracy.

· Identify customer needs and provide solutions.

· Handle maintenance and service requests for new and existing consumer and business customers.

· Assist customers with opening business and personal checking accounts, savings accounts, CDs, and IRAs.

· Must follow policies and procedures established by Texas Brand Bank.

· Performs all other duties as assigned.

Qualifications:

· Full-time - Must be available Monday through Friday, 8:30 am to 5:30 pm.

· Previous cash-handling experience

· Strong listening skills, excellent customer service skills, comfortable asking questions and identifying customer needs

· Strong oral and written communication skills; ability to communicate effectively and professionally in writing, in person, and over the phone

· Ability to work independently and as part of a team

· Ability to take initiative, assume responsibility, prioritize tasks

· Must have good time management, organizational, problem-prevention, and problem-solving skills

· Ability to complete tasks or resume tasks despite interruptions

· Ability to work accurately with close attention to detail

· Willingness and ability to adapt to changing business needs and deadlines

· Ability to maintain confidentiality of information

· Possess a work ethic that includes neatness, punctuality, and accuracy

· Exhibit a professional appearance and friendly demeanor

· Must be able to report to any of our locations in Dallas County

Education Requirement

· High School Diploma or equivalent

Work Location: Rice, Texas

Work Remotely: No

Job Type: Full-time

Benefits:

401(k) 5% Match
Bereavement leave
Dental Insurance
Disability insurance
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Vision insurance
Wellness program

Experience:

Banker: 3 years (Required)
New Accounts: 2 years (Required)

Commercial Lending Officer Positions for Kaufman Office, Ennis Office, and Medical District Office Dallas

Job Summary:

The commercial loan officer is responsible for growing and managing the bank's commercial loan portfolio. This includes originating, underwriting, and managing loans for small to medium-sized businesses and investors. The officer also builds deposit relationships with clients and prospects, working closely with them to understand their needs and help them secure the financing required for growth and success.

Duties/Responsibilities:

Originate and underwrite commercial loans for small to medium-sized businesses.
Call on customers, prospects, and centers of influence to develop and maintain an active ongoing pool of prospects.
Assess the creditworthiness of borrowers, including analyzing financial statements and credit reports.
Manage the commercial loan portfolio, monitor credit quality, identify potential risk areas, and report, track, and manage exceptions.
Conduct site visits and perform due diligence on potential borrowers.
Build and maintain client relationships, providing exceptional customer service and support.
Assist in the development and implementation of lending policies and procedures.
Responsible for staying up-to-date with industry trends and regulations related to commercial lending.
Works closely with other departments, such as credit and compliance, to ensure loan compliance with regulatory and internal policies and procedures.
Attend networking events and community functions to develop business relationships and promote the organization.
Maintains a robust referral network with builders, real estate agents, and other related businesses in the local banking community.
Performs other related duties as assigned.

Required Skills/Qualifications:

Strong understanding of commercial lending principles, practices, and regulations.
Excellent analytical skills, with the ability to evaluate financial statements and credit reports.
Excellent communication skills, both written and verbal, with the ability to present complex financial information to non-financial stakeholders.
Strong customer service skills, with the ability to build and maintain client relationships.
Knowledge of all banking products.

Ability to work independently and as part of a team.

Ability to take initiative, assume responsibility, and prioritize tasks.
Proficiency in Microsoft Office, especially Excel.
Familiarity with financial analysis software and credit scoring models.

Trustworthiness and the ability to act with integrity.

Education and Experience:

Bachelor’s degree in Finance, Business Administration, or related field.
Minimum of 5 years of experience in commercial lending or related field.

Supervisory Responsibilities:

None.

Physical Requirements:

Must be able to lift up to 15 pounds at times.
Prolonged periods of sitting at a desk and working on a computer.

Position Type and Schedule:

Full-time
Non-exempt
8-hour shift
Monday through Friday

Three Work Locations Open:

Kaufman, Texas Office. Ennis, Texas Office. Medical District Office in Dallas, Texas.

Work Remotely

· No

Lending Assistant

Provide administrative support to the organization’s Loan Officers by performing a variety of tasks, including preparing loan approval forms and packages and organizing and maintaining files.

Duties/Responsibilities:

Work closely with the loan officers.
Prepare loan approval forms to be submitted to the loan operations department, loan committee, and/or the Board of Directors.
Prepare loan packages to be submitted to the loan operations department for document preparation.
Order title work and closing statements.
Work with insurance companies for proper collateral coverage.
Maintain loan officer’s exceptions and submit proper documentation to the loan operations department to clear exceptions.
Communicate with the borrowers.
Receive and prepare draw requests and submit them to loan operations for payment.
Order Inspections on draw requests.
Manage loan officer’s calendar, schedule appointments, and organize meetings.
Perform other duties as assigned by management.

Required Skills/Qualifications:

Strong oral and written communication skills; ability to communicate effectively and professionally in writing, in person, and over the phone.
Proficient in Microsoft Office, especially Word, Excel, and PowerPoint.
Knowledge of commercial real estate loans.
Knowledge of commercial real estate, C&I, and consumer loan documentation requirements.
Knowledge of business entity types and required documentation, including CIP documentation.
Knowledge of Title Policies and UCC filing requirements.
Excellent organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
Must have good time management and problem-prevention skills.
Ability to work independently and as part of a team.
Willingness and ability to adapt to changing business needs and deadlines.

Education and Experience:

Associate’s degree preferred.
Minimum 2 years of experience in an administrative role, or an equivalent combination of education and experience.

Benefits:

401(k)
401(k) matching
Dental Insurance
Health Insurance
Health savings account
Life insurance
Paid time off
Vision Insurance
Disability Insurance

Part-Time Universal Banker - Garland, Texas

The Universal Banker position combines the Personal Banker and Teller positions. The primary responsibilities of this position are to assist customers with the paying and receiving functions of the bank, assist customers with opening new accounts, and provide customer service for new and existing account holders.

Essential Duties and Responsibilities

Provide a high level of customer service.
Perform processing of financial transactions, including cash transactions, with high accuracy.
Identify customer needs and provide solutions.
Handle maintenance and service requests for new and existing consumer and business customers.
Assist customers with opening business and personal checking accounts, savings accounts, CDs, and IRAs.
Must follow policies and procedures established by Texas Brand Bank.
Performs all other duties as assigned.

Qualifications

Part-time - Must be available Monday through Friday, 12:00 pm to 5:00 pm
Must be able to work full-time when necessary.
Previous cash-handling experience
Strong listening skills, excellent customer service skills, comfortable asking questions and identifying customer needs
Strong oral and written communication skills; ability to communicate effectively and professionally in writing, in person, and over the phone
Ability to work independently and as part of a team
Ability to take initiative, assume responsibility, prioritize tasks
Must have good time management, organizational, problem-prevention, and problem-solving skills
Ability to complete tasks or resume tasks despite interruptions
Ability to work accurately with close attention to detail
Willingness and ability to adapt to changing business needs and deadlines
Ability to maintain confidentiality of information
Possess a work ethic that includes neatness, punctuality, and accuracy
Exhibit a professional appearance and friendly demeanor
Must be able to report to any of our locations in Dallas County

Education Requirement

High School Diploma or equivalent

Experience

Cash handling: 1 year (Preferred)
Customer service: 1 year (Preferred)

Work Location:

Garland, Texas

Work Remotely

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