Relationship Banker - Temple Downtown

Extraco Banks, N.A.; Temple (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Consumer Banking Training Academy

Career path opportunities

1-on-1 coaching sessions

Retail Awards and Recognition Event

Excellent benefits and competitive compensation

Job summary

A leading financial institution in Temple, Texas is seeking a Relationship Banker to enhance customer engagement and account management. The successful candidate will establish and nurture customer relationships, drive business growth, and provide exceptional service. Ideal applicants should possess strong banking knowledge, excellent communication skills, and a degree. Competitive compensation and benefits are offered. Consistent weekend availability is required.

Qualifications

• Strong familiarity with banking operations, procedures, and financial products.
• Ability to adapt in a fast-paced environment with constant interruptions.
• Focus on details and exhibits emotional intelligence.
• Demonstrates excellent verbal and written communication skills.
• Provides exceptional customer service and resolves issues effectively.
• Shows initiative and motivation to achieve goals.
• Exhibits strong interpersonal skills and teamwork.

Responsibilities

• Develop and maintain strong, trusting relationships with customers.
• Safely handle cash and process banking transactions accurately.
• Open and service various types of checking and savings accounts.
• Understand customer financial needs to make product recommendations.
• Provide exceptional service through personalized approach.
• Build business by contributing towards sales and service metrics.
• Refer customers to specialized departments as needed.
• Onboard new customers to ensure successful use of products.
• Educate customers on digital banking technologies.

Skills

Banking knowledge

Adaptability

Detail Oriented

Emotional Intelligence

Excellent Communication

Exceptional Customer Service

Initiative

Interpersonal Skills

Stress Management

Positive Attitude

Education

4 year degree

Job description

As a Relationship Banker, you will hold a key position within our bank, responsible for establishing and nurturing customer relationships, opening and managing accounts, and driving business growth through referrals to various sales departments. This role is pivotal in delivering exceptional customer service and expanding the bank's client base.In this role, you will be the face of the bank, responsible for fostering strong customer relationships, meeting their financial needs, and driving business growth through referrals. Your ability to understand and respond to customer requirements will contribute to the bank's success and reputation within the community.

Responsibilities that we would like for you to be excited about:

• Develop and maintain strong, trusting relationships with customers.
• Safely and accurately handle cash, coins, and negotiable instruments, following established cash-handling procedures, while simultaneously accurately processing a wide range of banking or teller transactions including deposits and withdrawals, adhering to established procedures and regulatory guidelines.
• Open and service various types of checking and savings accounts, utilizing tools and resources to document all services completed on our customers’ accounts.
• Hold conversations with customers to understand their current and future financial needs to identify opportunities to make product recommendations.
• Provide exceptional service through our SWARM Banking approach, which involves greeting customers by name and greeting them as they walk into our lobbies.
• Help build the business by contributing toward monthly sales and service metrics.
• Refer customers to specialized departments such as mortgage, wealth management and insurance.
• Onboard our new customers through our follow-up routines to ensure the customer’s successful use of our products.
• Utilize technology to educate customers on our full range of digital banking including but not limited to virtual tellers, our mobile app and safe online banking habits. Be a point of contact for customers facing technical issues/difficulties with our digital banking tools.
• Other Duties as assigned

What we would expect you to bring to the team:

• Banking knowledge: Familiarity with banking operations, procedures and financial products. Understands banking regulations and compliance requirements.
• Adaptability: Adapt in fast paced environment with constant interruptions.
• Detail Oriented: Focus and pay close attention to details.
• Emotional Intelligence: Show empathy and appreciation for others.
• Excellent Communication: Listen first and demonstrate strong verbal and written skills.
• Exceptional Customer Service: Address inquiries, resolve issues and assist customers by going the extra mile.
• Initiative: Be motivated to succeed in this role and attain goals due to own enthusiasm and interest.
• Interpersonal Skills: Demonstrate teamwork and motivate others around you.
• Stress Management: Focus on what you can control and seek out help when needed.
• Positive Attitude: Keep a positive attitude and communicate openly with your manager.

Experience and Basic Qualifications:

• 4 year degree strongly preferred
• 3 years of cash handling experience strongly preferred
• 2 years retail banking experience strongly preferred
• 3-5 years of customer service or sales experience required

Qualifications that would be a plus:

• Experience in opening accounts for Small Business customers

Work Hours

Hours will vary depending on location assigned. Consistent weekend availability on Saturdays during the hours of 8:30am – 1:00pm.

Extraco’s Investment in You:

• Consumer Banking Training Academy that will provide you with the tools and knowledge to be successful.
• Complete career path opportunities for your growth.
• Ability to take your progress in your own hands with sophisticated software to document your personal development.
• Partnerships throughout our branch network that can assist in your success.
• Regular 1on1 meetings and coaching sessions with your leadership team.
• Active approach to identify ways to improve the employee experience alongside the customer experience.
• Annual Retail Awards and Recognition Event to celebrate employee successes.

Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.