Relationship Banker I

Alliance-Bank; Mount Vernon (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Alliance Bank in Mt. Vernon, TX is seeking a Relationship Banker I to act as a customer advisor and navigator for financial solutions. The role requires handling multiple tasks, promoting products, and maintaining confidentiality with customer transactions.

Applicants should have 2 years in banking or related fields and 1 year of training or education; strong communication and service skills are essential for daily customer interactions and account activities.

Qualifications

• High school diploma or equivalent is required.
• Ability to read, write, and speak English; bilingual helpful.
• Two years of banking or related experience and one year of training/education in the field or equivalent knowledge.
• Must have excellent interpersonal communication skills and the ability to respond to customers, employees, and vendors with tact and urgency.
• Ability to prioritize tasks and ensure excellent service before administrative duties.
• Ability to handle cash, customer transactions, and maintain confidentiality.
• Knowledge of state and federal regulations and Alliance Bank policies and products.

Responsibilities

• Personify Alliance Bank’s mission and provide outstanding customer service.
• Actively sell and cross-sell bank services to customers.
• Provide prompt, courteous, and friendly service during transactions.
• Promote Alliance Bank’s culture through the customer experience.
• Accurately and efficiently complete other customer transactions beyond core duties.
• Open and maintain new accounts and process related documents.
• Assist with digital banking products and respond to customer inquiries about online and mobile services.

Skills

High School diploma or equivalency

English reading/writing/speaking

Banking experience

Interpersonal communication

Multitasking

Confidential transactions

Regulatory knowledge

Policies knowledge

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Banker I

Full Time - Non Exempt Clerical Mt Vernon Main, Mt. Vernon, TX, US

3 days ago Requisition ID: 1014

POSITIONPURPOSE

This position acts as a customer advisor and navigator throughout the bank, uncovering, understanding, and actinguponfinancialcuestomeetthecustomer’sneeds.Thisemployeeoffersthecustomerthehighestdegree of service and promotes all Alliance Bank’s products and services.

SKILLS,KNOWLEDGE,ANDPHYSICALREQUIREMENTS

• HighSchool diplomaorequivalency.
• Abilitytoread,write,andspeaktheEnglishlanguage,bilingualhelpful.
• AbilitytoofferAllianceBank’sproductsandservices.
• Two(2)yearsofexperienceinbankingorjob-relatedfieldandone(1)yearoftrainingand/oreducationin the field or a combination of education and experience providing equivalent knowledge.
• Mayconsider cashhandling,customerservice,and/oradministrativeskills.
• Aminimumof1yearatAllianceBankis preferred.
• Must possess excellent interpersonal communication skills and have the ability to deal with and respond to employees, customers, third party vendors, and salespersons with tact, diplomacy, and a sense of urgency.
• Ability to meet performance expectations and job description functionsfortheroleofaServiceSpecialist.
• Abilitytoprioritizeowntasksandresponsibilitiestoensurethatexcellentservicetoourcustomersis accomplished before most administrative functions are processed.
• Abilitytohandlemultipletaskswithinaprescribedtimeperiodandadapttofrequentorunexpectedchanges in work responsibilities or processes.
• Abilitytooperatebasicoffice equipmentincludingaPCwithjob-relatedsoftware.
• Abilitytohandlebank andcustomertransactionswith ahighlevelofconfidentiality.
• Knowledgeofstateandfederalregulations.
• KnowledgeofAllianceBank’spoliciesandprocedures.
• KnowledgeofAllianceBank’sproductsandservices.
• Schedulesarepreparedbasedonbusinessneedsandaresubjecttochangeatanytime.Thismayincludethe need for evenings, weekends, or holiday coverage.
• Officesettingwithmoderatelyvarieddesk-orientedactivity.
• Repetitive movement of finger, wrist, and hand.
• Ability to stand, bend, stoop, squat, and kneel.
• Ability to lift 50 lbs.

ESSENTIALFUNCTIONSANDBASICDUTIES

• Personify Alliance Bank’s mission statement of The best inallwedo.
• Activelysellandcross-sellbankservices.
• Provideprompt,courteous,andfriendlyservice.
• PromotesAllianceBank’sculturethroughallinteractionsmodelingtheAllianceBankwayofCustomer Experience.
• Provides professional services to the bank’s customers by prompt acknowledgment of the customer, maintainsafriendlyandcourteousdemeanor,ensurescustomersatisfactionontransactionrequests,and presents a professional image.
• InadditiontothedutiesofaServiceSpecialist,aRelationshipBankerIisexpectedtoaccuratelyand efficiently complete other customer transactions, including but not limited to:
• Issue,Print,Maintenance,andPinDebitcards
• PlaceStoppaymentsandorderchecksthroughthe Deluxewebsite
• AbilitytoperformDormantAccountMaintenance
• Accept andinputwiresforcustomers
• Abilitytoprintstatements,andresearchimagesof checksanddeposits
• Assistcustomerswithdigitalbankingproductssuchasonlinebanking,mobileapplications,ande- statements
• KnowledgeofConsumer Accountproducts,butnotlimitedto:
• DepositandSavingsaccounttypesandfeatures
• CertificateofDeposits/IRAsbasicinformation
• RevocableTrust
• MinorAccounts
• SafeDepositBoxes–Openingnewboxesandentryaccessintothebox
• KnowledgeofBusiness AccountTypes,butnotlimitedto:
• DepositandSavingsaccounttypesandfeatures
• CertificateofDeposits
• WhatisrequiredforsmallbusinesscustomerssuchasSoleProprietorships,Partnerships,and Unincorporated Associations
• AbilitytoInterviewNewAccountcustomersandperformsotherfunctionssuchassettingupcustomer records, verifying references, and holding uncollected funds.
• OpenandMaintenancenewaccountsandsellsCertificatesofDeposits.
• Abilitytofollowdataintegrityproceduresbyreviewingdocumentation,checkingbackwork,imaging,and indexing daily work.
• Abilitytodiscoverothercustomerneedstocrosssale/sendreferralsforotherservicesincludingbutnot limited to:
• AllianceBankMortgage
• AllianceBankFinancialServices(ABFS)
• Galyean’sInsurance
• RemoteDepositCapture
• Assistcustomerswithaccountfraudsuchasidentitytheft,accounttakeover,counterfeitchecks,forgery items, debit card disputes, and ACH disputes.
• May perform vault duties such as ordering/shipping currency and coins and distributing money to other service specialists.
• Ability to learn the role of Relationship Banker II and perform that role in a frontline or backup capacity as needed.
• Establish, retain, and deepen relationships with banking center customers and potential customers to achieve sales goals and provide quality customer service.
• Keep updated on all Alliance Bank policies and procedures pertaining to this position.
• Attendance and punctuality are a must.

Thisjobdescriptioninnowaystatesorimpliesthatthesearetheonlytaskstobeperformedbytheemployee occupying this position.The incumbent will be required to follow any other instructions and to perform any other job-related duties.

Rotation: Monday through Friday 7:40 am - 4:30 pm and Monday through Friday 9:00 am - 6:00 pm