Relationship Banker I — Grow Customer Relationships

Jefferson Bank; San Antonio (TX); On-site; USD 30,000 - 38,000; Full time

Job summary

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

Responsibilities

• 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

Skills

Customer service

Sales oriented

Multitasking

Attention to detail

Independent work

Fast-paced environment

Education

High School diploma

Tools

Microsoft Office

Financial Service Platform software

Job description

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.