Personal Banking Relationship Specialist

Veraban

Athens (TX)

On-site

USD 32,000 - 48,000

Full time

8 hours ago
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Job summary

Veraban in Athens, TX is seeking a Relationship Banker I to serve customers face-to-face, guiding them through basic banking needs and product options. You will process transactions, open accounts, and refer more advanced solutions to the right specialists.

The role emphasizes personal service, accurate handling of money and documents, and staying compliant with banking rules. Strong communication, professionalism, and teamwork are essential in supporting the branch and delivering reliable

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.
  • Provides professional and proactive customer service by assisting customers with new and existing account inquiries, and/or researching and resolving account problems.
  • 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.

Skills

Customer service
Communication skills
Multitasking
Attention to detail
PC literacy

Education

High school diploma

Tools

Core banking system

Job description

Veraban in Athens, TX is seeking a Relationship Banker I to serve customers face-to-face, guiding them through basic banking needs and product options. You will process transactions, open accounts, and refer more advanced solutions to the right specialists.

The role emphasizes personal service, accurate handling of money and documents, and staying compliant with banking rules. Strong communication, professionalism, and teamwork are essential in supporting the branch and delivering reliable

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