Relationship Banker I

Texas Partners Bank, San Antonio; San Antonio (TX); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading bank in San Antonio is seeking a Relationship Banker I to provide exceptional customer service and accurate transaction processing. The role involves handling cash transactions, maintaining records, and promoting bank products. Ideal candidates will have a high school diploma and prior customer service experience, with a focus on professionalism and client relations.

Qualifications

• 6 months to 1 year customer service experience required.
• Proficient with teller systems preferred.

Responsibilities

• Perform a wide range of procedurally correct teller duties.
• Provide high level of customer service and professionalism.
• Balance teller cash drawer daily and maintain accuracy.

Skills

Customer Service

Transaction Processing

Clerical Support

Education

High School Diploma or GED

Job description

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Description

The Relationship Banker I position is responsible for providing superior and quality customer service while providing efficient and accurate transaction processing. The RB receives and pays out money, keeping records of money and negotiable instruments involved in performing various financial transactions. Accounts for all receipts and disbursements. Explains, promotes or sell products or services by using computerized information about clients to tailor recommendations. Work also includes routine clerical support tasks related to the teller and bank branch operation function. Has knowledge of commonly-used concepts, practices and procedures with the Customer Service and/or banking service field. The RB I exercises judgment and discretion within well-defined limits and works with relative independence to accomplish work tasks. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Questionable or non-routine transactions are referred to supervisor. Ensures excellent internal and external client relations at all times.

Description

The Relationship Banker I position is responsible for providing superior and quality customer service while providing efficient and accurate transaction processing. The RB receives and pays out money, keeping records of money and negotiable instruments involved in performing various financial transactions. Accounts for all receipts and disbursements. Explains, promotes or sell products or services by using computerized information about clients to tailor recommendations. Work also includes routine clerical support tasks related to the teller and bank branch operation function. Has knowledge of commonly-used concepts, practices and procedures with the Customer Service and/or banking service field. The RB I exercises judgment and discretion within well-defined limits and works with relative independence to accomplish work tasks. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Questionable or non-routine transactions are referred to supervisor. Ensures excellent internal and external client relations at all times.

Responsibilities and Duties

• Perform a wide range of procedurally correct teller duties, including but not limited to: processing check and cash deposits, cashing checks, issuing cashier's checks, preparing change orders and receiving loan payments.
• Examine signatures for withdrawals and checks for endorsements and verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the document(s) ownership.
• Balance teller cash drawer daily and maintain accuracy with cash and other negotiable(s) handling by using computers, calculators, or adding machines.
• Provide high level of customer service and professionalism to clients in person, by phone and by email.
• Resolve client issues, discrepancies or concerns by utilizing resources, supervisor and/or various departments within the bank.
• Process transactions and maintain proper logs for vault and courier/mail.
• Assist with cash shipments and ordering cash for the branch.
• Perform scanning process to include daily transactions, client documents and organize new account files.
• Adhere to all Texas Partners Bank procedures and regulatory requirements.
  
  

Work Hours

Monday- Friday, 8:00am-5:00pm

Requirements

• High School Diploma (or GED or High School Equivalence Certificate); 6 mos. to 1 year customer service experience. Proficient with teller systems preferred.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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