Client-Focused Relationship Banker (Call Center)

Extraco Banks; Harker Heights (TX); On-site; USD 42,000 - 52,000; Full time

Job summary

Extraco Banks is seeking a Relationship Banker - Call Center to deliver exceptional financial guidance and customer service within the call center environment. You will respond to inquiries, propose tailored solutions, and help customers manage accounts and transactions.

The role emphasizes problem solving, cross-sell opportunities, and compliance with bank policies. Strong communication and active listening are essential to build trust and strengthen customer relationships.

Qualifications

• High School diploma or equivalent; Bachelor's degree preferred.
• Experience in customer service or banking is preferred.
• Familiarity with banking software and call center systems.
• Ability to multi-task and manage time effectively.
• Excellent communication and active listening skills.

Responsibilities

• Respond promptly to inbound client calls and address questions about accounts and services.
• Build rapport with clients and identify financial needs to offer suitable products.
• Assist with routine transactions and document all actions accurately.
• Maintain knowledge of bank products and meet sales targets while ensuring compliance.

Skills

Strong communication

Active listening

Problem solving

Multitasking

Education

High School diploma or equivalent

Bachelor's degree preferred

Tools

Banking software

Call center systems

Digital banking platforms

Job description

Extraco Banks is seeking a Relationship Banker - Call Center to deliver exceptional financial guidance and customer service within the call center environment. You will respond to inquiries, propose tailored solutions, and help customers manage accounts and transactions.

The role emphasizes problem solving, cross-sell opportunities, and compliance with bank policies. Strong communication and active listening are essential to build trust and strengthen customer relationships.