Branch Relationship Banker (Personal Banker) - Convent / San Antonio, TX

Zions Bancorporation; San Antonio (TX); On-site; USD 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a dynamic Branch Relationship Banker to join their team in San Antonio. This exciting role is centered around delivering exceptional customer service and achieving sales targets while promoting a range of banking products and services. With significant growth opportunities in the banking industry, you'll play a crucial part in enhancing customer experiences and helping clients achieve their financial goals. If you are passionate about community involvement and teamwork, this position offers a chance to thrive in a supportive environment that values diversity and inclusion. Transform your career with this rewarding opportunity!

Benefits

Medical, Dental and Vision Insurance

Life and Disability Insurance

Paid Parental Leave

Health Savings Accounts

Paid Time Off (PTO)

401(k) Plan with Company Match

Tuition Reimbursement

Mental Health Benefits

Competitive Compensation

Qualifications

• 3+ years in customer service or banking experience required.
• Strong communication and sales skills essential for success.

Responsibilities

• Deliver exceptional customer service while promoting bank products.
• Open new accounts and manage customer relationships effectively.

Skills

Customer Service

Sales Skills

Communication Skills

Problem-Solving Skills

Negotiation Skills

Attention to Detail

Organizational Skills

Education

High School Diploma or Equivalent

Tools

Banking Software

Job description

Branch Relationship Banker (Personal Banker) - Convent / San Antonio, TX

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow.

We are looking for a dynamic, customer-focused individual to join our team as a Branch Relationship Banker (Personal Banker) at our new Convent Banking Center in Downtown San Antonio, TX. In this role, you will deliver exceptional customer service, promote our bank’s products and services, and achieve sales targets.

This position offers significant growth opportunities within the banking industry and plays a crucial part in delivering an outstanding customer experience. If you are passionate about community involvement, teamwork, and helping others achieve their financial goals, we would love to speak with you!

Essential Functions:

1. Provide full-service banking services to new and existing customers within the banking center, with a primary focus on sales and service.
2. Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center.
3. Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns.
4. Execute the sales discovery process and manage customer relationships.
5. Conduct assessments with clients to determine their financial needs and make appropriate recommendations.
6. Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed.
7. Execute inside/outside sales calls to prospects and established customers.
8. Establish, expand, and maintain strong customer relationships by providing extensive, personalized service focused on specific needs of each banking customer.
9. Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss.
10. Perform all duties in compliance with laws, regulations, and bank policies and procedures.
11. Resolve client concerns through direct personal action or referral to alternative branch or bank resources.
12. Adhere to the bank’s security policies while maintaining confidentiality of bank records and client information.
13. Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and banking center goals.
14. Perform other duties as assigned.

Qualifications:

1. High school diploma or equivalent required.
2. At least 3 years of experience in customer service, banking, new accounts, sales, or other directly related experience.
3. Previous experience in a financial sales representative-oriented role with knowledge of consumer lending applications processes and procedures preferred.
4. Strong communication and interpersonal skills, with the ability to build rapport with clients.
5. Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options.
6. Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs.
7. Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively.
8. Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions.
9. Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.
10. Proficiency in basic math and computer skills, including knowledge of banking software and systems.

Hours:

1. Monday through Friday: 8 AM to 5 PM

This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above.

At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth.

1. Medical, Dental and Vision Insurance – START DAY ONE!
2. Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
3. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
4. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
5. 401(k) plan with company match and Profit Sharing.
6. Mental health benefits including coaching and therapy sessions.
7. Tuition Reimbursement for qualifying employees.
8. Employee Ambassador preferred banking products.
9. Competitive compensation in line with work experience.

Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.

This position will be open until filled.