Relationship Banker - Georgetown

Extraco Corporation; Georgetown (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Training academy

Career growth

Personal development tools

Branch network partnerships

Coaching sessions

Employee recognition

Job summary

Extraco Corporation is seeking a Relationship Banker in Georgetown to build and maintain trusted client relationships, manage deposits and withdrawals, and grow bank business through referrals. You will open and service accounts, identify financial needs, and guide customers to appropriate banking products with a customer-first mindset.

As a key member of the team, you will utilize SWARM banking principles, ensure accurate cash handling, and actively contribute to monthly sales metrics while

Qualifications

• Banking knowledge of operations, products and compliance.
• Ability to adapt in a fast-paced environment with interruptions.
• Attention to detail in cash handling and documentation.
• Empathy and appreciation for others in customer interactions.
• Strong verbal and written communication skills.
• Delivers exceptional customer service and resolves inquiries.
• Motivated to meet goals through initiative and enthusiasm.
• Works well in a team and motivates others.
• Maintains composure and manages stress effectively.
• Maintains a positive attitude and communicates openly with leadership.

Responsibilities

• Develop and maintain strong relationships with customers.
• Safely handle cash and transactions per procedures and regulatory guidelines.
• Open and service various checking and savings accounts.
• Discuss financial needs and advise product recommendations.
• Provide service via SWARM Banking approach with personalized greetings.
• Contribute to monthly sales and service metrics.
• Refer customers to mortgage, wealth management and insurance teams.
• Onboard new customers through follow-up routines for product adoption.
• Educate customers on digital banking tools and assist with tech issues.
• Perform other duties as assigned.

Skills

Banking knowledge

Adaptability

Detail oriented

Emotional intelligence

Communication

Customer service

Initiative

Interpersonal skills

Stress management

Positive attitude

Education

High School diploma

Bachelor’s degree

Job description

Description

As a Relationship Banker, you will hold a key position within our bank, responsible for establishing and nurturing customer relationships, opening and managing accounts, and driving business growth through referrals to various sales departments. This role is pivotal in delivering exceptional customer service and expanding the bank's client base. In this role, you will be the face of the bank, responsible for fostering strong customer relationships, meeting their financial needs, and driving business growth through referrals. Your ability to understand and respond to customer requirements will contribute to the bank's success and reputation within the community.

Job Description

Relationship Banker

Location

Georgetown

Responsibilities that we would like for you to be excited about

• Develop and maintain strong, trusting relationships with customers.
• Safely and accurately handle cash, coins, and negotiable instruments, following established cash-handling procedures, while simultaneously accurately processing a wide range of banking or teller transactions including deposits and withdrawals, adhering to established procedures and regulatory guidelines.
• Open and service various types of checking and savings accounts, utilizing tools and resources to document all services completed on our customers' accounts.
• Hold conversations with customers to understand their current and future financial needs to identify opportunities to make product recommendations.
• Provide exceptional service through our SWARM Banking approach, which involves greeting customers by name and greeting them as they walk into our lobbies.
• Help build the business by contributing toward monthly sales and service metrics.
• Refer customers to specialized departments such as mortgage, wealth management and insurance.
• Onboard our new customers through our follow-up routines to ensure the customer's successful use of our products.
• Utilize technology to educate customers on our full range of digital banking including but not limited to virtual tellers, our mobile app and safe online banking habits. Be a point of contact for customers facing technical issues/difficulties with our digital banking tools.
• Other Duties as assigned

What we would expect you to bring to the team

• Banking knowledge: Familiarity with banking operations, procedures and financial products. Understands banking regulations and compliance requirements.
• Adaptability: Adapt in fast paced environment with constant interruptions.
• Detail Oriented: Focus and pay close attention to details.
• Emotional Intelligence: Show empathy and appreciation for others.
• Excellent Communication: Listen first and demonstrate strong verbal and written skills.
• Exceptional Customer Service: Address inquiries, resolve issues and assist customers by going the extra mile.
• Initiative: Be motivated to succeed in this role and attain goals due to own enthusiasm and interest.
• Interpersonal Skills: Demonstrate teamwork and motivate others around you.
• Stress Management: Focus on what you can control and seek out help when needed.
• Positive Attitude: Keep a positive attitude and communicate openly with your manager.

Experience And Basic Qualifications

• High School diploma required
• 4 year degree strongly preferred
• 3 years of cash handling experience strongly preferred
• 2 years retail banking experience strongly preferred
• 3-5 years of customer service or sales experience required

Qualifications That Would Be a Plus

• Experience in opening accounts for Small Business customers

Work Hours

Hours will vary depending on location assigned. Consistent weekend availability on Saturdays during the hours of 8:30am - 1:00pm.

Extraco’s Investment In You

• Consumer Banking Training Academy that will provide you with the tools and knowledge to be successful.
• Complete career path opportunities for your growth.
• Ability to take your progress in your own hands with sophisticated software to document your personal development.
• Partnerships throughout our branch network that can assist in your success.
• Regular 1on1 meetings and coaching sessions with your leadership team.
• Active approach to identify ways to improve the employee experience alongside the customer experience.
• Annual Retail Awards and Recognition Event to celebrate employee successes.

Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.