Relationship Banker I

Jefferson Bank; San Antonio (TX); Sur place; USD 30 000 - 38 000; Plein temps

Résumé du poste

Jefferson Bank in San Antonio invites applicants for a customer service banking role. You will engage customers, assess needs, open accounts, process deposits and loans, and provide ongoing service. The position emphasizes maintaining accurate records and compliance while supporting branch goals.

Ideal candidates have strong communication skills, ability to work in a sales-driven environment, and comfortable multi-tasking in a fast-paced office setting.

Qualifications

• 1 year experience in financial services or consultative sales
• Excellent verbal and written communication skills

Responsabilités

• Deliver exceptional customer service and build personal connections
• Follow the bank's sales and service process
• Analyze customer needs to make appropriate recommendations
• Provide deposit and loan servicing for existing customers
• Conduct follow-up calls to prospects and current customers
• Work with loan paperwork and customer service as needed
• Adhere to federal and state laws and bank policies
• Assist with miscellaneous duties as assigned

Connaissances

Customer service

Sales oriented

Multitasking

Attention to detail

Independent work

Fast-paced environment

Formation

High School diploma

Outils

Microsoft Office

Financial Service Platform software

Description du poste

JOB FUNCTION:

To create an exceptional customer experience by establishing, maintaining and deepening relationships by determining customer needs, opening deposit accounts, processing loans, providing deposit and loan account servicing, performing teller transactions and initiating referrals to other areas of the bank.

DUTIES & RESPONSIBILITIES:

• Deliver exceptional customer service by engaging, educating and building personal connections with our customers
• Follow the bank’s established sales and service process
• Analyze customer needs so that appropriate recommendations can be made to new and existing customers
• Provide deposit and loan account servicing to existing customers
• Conduct follow up phone calls to prospects and current customers
• Make outside business development appointment calls for Banking Center Manager
• Use provided computer systems/software to handle all bank offered services
• Complies with all federal and state laws and regulations, and all established bank policies and procedures
• May process NSF report for banking center manager
• Provides transactional customer service, including but not limited to the following: accept and process deposits, withdrawals, payments and handle other over the counter transactions
• Provide information about Jefferson Bank loans up to and including taking the loan applications for consumer lending requests
• May assist Commercial Lenders and Private Bankers with loan paperwork, account openings and customer service as needed
• Perform other duties as assigned

MINIMUM QUALIFICATIONS:

Work Experience

• 1 Year experience of working in a financial services environment or a consultative sales environment
• Knowledge of bank products and services
• Experience providing customer service through various forms of communication (face to face, email, and telephone)

Preferred Experience (Optional)

• Knowledge of new account systems
• 6 months of cash handling experience

Supervisory Experience

• None

Education/Skills/Experience

• High School diploma or equivalent
• Excellent customer service skills to include good verbal and written communication
• Ability to work in sales environment
• Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completion

Equipment/Machines/Software

• Excellent computer literacy in all Microsoft Programs (Outlook, Internet Explorer,

Word, Excel, Power Point, Adobe Reader)

• Ability to work with office equipment such as copiers, scanners, shredders, fax machines and

other digital devices

• Ability to use Financial Service Platform software

Position Includes Driving

• No

Competency Requirements

• Must be able to communicate face to face with customers
• Proven organizational skills with ability to multi-task and follow assigned tasks through completion
• Must be able to focus on details and be accurate
• Ability to work independently with minimal supervision
• Must be accustomed to a fast-paced office environment

Physical Requirements

• Must be able to reach, bend, push, and pull files up to 30lbs.
• Must be able to sit for most of the day in front of a computer screen
• Must be able to speak to and hear to communicate with customers
• Must be able to type on a keyboard
• Must be able to read a laptop/computer monitor
• Must be able to reach teller tubes
• Must be mobile in an office environment

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business need.