Relationship Banker

Legacy Bank and Trust; Plano (TX); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

401(k)

401(k) matching

Job summary

Legacy Bank and Trust in Plano, TX is seeking a Part-Time Teller to support daily banking operations. The role spans Monday–Friday with some Saturdays, handling cash, servicing accounts, and delivering excellent customer service.

The position requires knowledge of banking products, compliance, and the ability to train staff. Strong verbal communication and multi-tasking skills are essential.

Qualifications

• High School Diploma or equivalent required.
• Two or more years of banking and/or sales experience preferred.

Responsibilities

• Lead teller responsibilities including cash handling and balancing drawers.
• Open/close depository accounts and ensure accuracy and compliance.
• Uncover customer needs and cross-sell bank products.
• Assist in training retail staff across branch functions.
• Provide exceptional customer service and resolve complaints.
• Comply with bank policies, laws, and regulations.

Skills

Customer service

Cash handling

Verbal communication

MS Office (Word/Excel/Outlook)

Education

High School Diploma or equivalent

Tools

Microsoft Word

Excel

Outlook

Job description

• Employee Type Part Time

Contact information

• Name Katrina Sweaney

Summary: Part-Time Monday-Friday, available some Saturdays

Essential Job Functions

• Demonstrate Legacy Bank and Trust corporate values in all situations and interactions.
• Serve daily as lead teller performing basic and complex transactions. (Cash handling, balancing of drawers, vaults, coin machine, etc.)
• Open/close depository accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance.
• Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products.
• Assist in training and coaching branch retail staff on all retail functions.
• Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross-sell opportunities within retail and other departments of the bank.
• Serve as backup to branch management in leading and coaching branch retail team.
• Complete all required training as well as ABA assigned courses.
• Accept and process consumer loan applications, meet with loan customers, and act as a liaison between loan customers and loan officers as needed.
• Consistently provide exceptional customer service and appropriately manage customer complaints.
• Comply with bank policy, laws, and regulations.
• All other duties as assigned.
• Strong cultural values
• Excellent verbal skills and customer service delivery
• The ability to handle multiple functions at the same time
• Microsoft Word, Excel, and Outlook experience

Education and Experience

• High School Diploma or equivalent
• Two or more years of banking and/or sales experience

Physical Requirements

• Seeing: Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity).
• Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity).
• Sitting: Must be able to sit for long periods of time (50-74% of work time spent on activity).
• Standing/Walking: Must be able to move about office (75-100% of work time spent on activity).
• Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials (25-49% of work time spent on activity).
• Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds (0-24% of work time spent on activity).
• Grasping/Feeling: Must be able to write, type and use technical equipment (75-100% of work time spent on activity).

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• 401(k)
• 401(k) matching

Schedule

• Monday to Friday, available some Saturdays

Legacy Bank and Trust is an Equal Opportunity Employer.