Client Banking Specialist I

Veraban; Tyler (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Veraban is hiring a Relationship Banker I in Tyler, TX. This full-time position serves as a customer ambassador, handling basic transactions and guiding customers through product options to meet their financial needs.

You will refer advanced products to the right internal resources, assist with new accounts, and support branch staff with clerical duties while upholding banking rules and standards.

Qualifications

• High school diploma or equivalent experience.
• Comprehensive knowledge of banking rules and regulations.
• Excellent oral and written communication skills.
• Experience in providing quality customer service.
• Professional appearance and demeanor.
• Ability to use basic office equipment.
• Ability to use personal computers and other bank provided technological resources.
• Detail oriented and demonstrated proficiency and accuracy in processing customer requests and transactions.
• Ability to multitask, prioritize, and effectively complete assignments with continued distractions.

Responsibilities

• With a clear and basic understanding of the bank’s products and services and the customer or prospective customer’s current relationship with the bank, offers the customer information on basic bank products and services that can benefit the customer and enhance their banking relationship.
• The relationship banker uncovers the customer’s needs and then matches those needs to the appropriate bank product or service. For more advanced level products and services, makes a referral and introduces the customer to the appropriate internal resource for continued service.
• Provides professional and proactive customer service by assisting customers with new and existing account inquiries, and/or researching and resolving account problems. Establishes basic types of new accounts for customers and follows designated new accounts procedures.
• Processes basic and customary transactions such as receiving and paying out money, transactions involving negotiable instruments, and other transactions by utilizing technological resources.
• Maintains technical knowledge of bank processes, systems and policy and procedures for consumer products and services. Complies with all applicable laws and regulations.
• Processes customer requests including but not limited to temporary checks, debit cards, check orders, stop payments, wire transfers, change of address and loan payments.
• Provides support to the branch and lending staff with clerical and administrative duties as assigned.
• Receives and greets bank visitors, providing them with information and directing them to appropriate staff as necessary.

Education

High school diploma or equivalent

Job description

Veraban is hiring a Relationship Banker I in Tyler, TX. This full-time position serves as a customer ambassador, handling basic transactions and guiding customers through product options to meet their financial needs.

You will refer advanced products to the right internal resources, assist with new accounts, and support branch staff with clerical duties while upholding banking rules and standards.