Relationship Banker II: Build Trusted Banking Relationships

Jefferson Bank; San Antonio (TX); On-site; USD 42,000 - 55,000; Full time

Job summary

Jefferson Bank in San Antonio, TX is seeking a Relationship Banker II to deliver an exceptional customer experience by opening deposit accounts, processing loans, and supporting customers with a full range of banking services in a fast-paced branch.

The role uses CRM to track activities, engages customers through campaigns, and promotes bank products while maintaining compliance with policies and procedures. A high school diploma and 1–2 years in retail banking are preferred.

Qualifications

• 1–2 years of retail banking or financial services experience.
• Advanced knowledge of consumer and commercial bank products and services.
• Knowledge of new account opening process.
• Experience providing excellent customer service through various forms of communication (in person, email, and phone).
• Demonstrated success in achieving assigned goals.

Responsibilities

• Create an exceptional customer experience by building relationships and identifying needs.
• Follow the bank’s sales and service process.
• Open deposits accounts and process loans.
• Handle teller transactions and customer maintenance.
• Engage in campaigns and promote bank products and services.
• Use CRM to track activities and schedule follow-ups.
• Cross-sell and refer to partners when opportunities arise.
• Adhere to bank policies and procedures and regulatory requirements.
• Assist with branch operations and onboarding activities.
• Mentor colleagues and support branch leadership.

Skills

Customer service

Verbal communication

Written communication

Multi-tasking

Attention to detail

Independent work

Fast-paced environment

Education

High School Diploma/GED

Tools

Microsoft Office

CRM software

Banking software/Financial Service Platform

Job description

Jefferson Bank in San Antonio, TX is seeking a Relationship Banker II to deliver an exceptional customer experience by opening deposit accounts, processing loans, and supporting customers with a full range of banking services in a fast-paced branch.

The role uses CRM to track activities, engages customers through campaigns, and promotes bank products while maintaining compliance with policies and procedures. A high school diploma and 1–2 years in retail banking are preferred.