Relationship Banker I

Alliance-Bank; Sulphur Springs (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Alliance Bank in Sulphur Springs, TX seeks a Relationship Banker I to serve as a customer advisor and navigator, uncovering needs and promoting products while delivering exceptional service. This full-time, non-exempt clerical role supports daily banking activities within the branch.

The candidate should have strong interpersonal skills, knowledge of state and federal regulations, and the ability to handle confidential transactions with discretion. Local candidates within 25 miles preferred.

Qualifications

• High school diploma or equivalent.
• English reading/writing/speaking; bilingual helpful.
• Two years banking or related field experience.
• One year of training/education in the field or equivalent.
• Ability to handle bank and customer transactions with confidentiality.

Responsibilities

• Actively sell and cross-sell bank services.
• Provide prompt, courteous, and friendly service.
• Open and maintain new accounts and sell certificates of deposits.

Skills

Excellent interpersonal communication

Confidentiality in transactions

Customer service mindset

Multitasking

Sales and cross-selling

Education

High School diploma or equivalent

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

Lobby Services Full Time - Non Exempt Clerical Sulphur Springs, TX, US

This position is open to local candidates only, within a 25-mile radius of Sulphur Springs, Texas.

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.