Senior Relationship Banker

Central National Bank TX; Waco (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A regional banking institution in Waco, Texas, is seeking a Senior Relationship Banker to deliver exceptional customer service and manage new account acquisitions. Responsibilities include opening accounts, responding to inquiries, and providing technical assistance with bank services. Ideal candidates should have over 4 years of banking experience, strong interpersonal skills, and proficiency in Microsoft Office. This full-time role offers opportunities for personal growth within the banking sector.

Qualifications

• 4+ years of similar banking experience.
• Accomplished interpersonal and communication skills.
• Proficiency in Microsoft Office suite (Word & Excel).
• High energy and positive attitude.

Responsibilities

• Open consumer and commercial deposit accounts.
• Respond to customer inquiries via phone and email.
• Provide technical assistance for electronic services.
• Update customer contact information.
• Take loan payments over the phone.

Skills

Banking Experience

Interpersonal Skills

Microsoft Office

Networking

Organizational Skills

Customer Service

Professionalism

Multi-tasking

Job description

A Senior Relationship Banker is responsible for customer service, new account acquisition and onboarding, customer retention, and above all, delivering on the bank’s mission of providing service in a manner that customers recognize as superior to the service provided by our competition.

Skills and Qualifications

• 4+ Years of Similar Banking Experience
• Accomplished interpersonal and communication skills (both verbal and written)
• Proficiency in Microsoft Office suite of products (specifically Word & Excel)
• Ability to network, negotiate, develop good rapport with others, and to grow relationships
• High energy, enthusiasm, and a positive attitude
• Organizational skills with strong attention to detail and the ability to follow through
• Ability to multi-task and work efficiently to meet required deadlines
• Strong orientation to personal service and professionalism (both conduct and appearance)
• Desire to achieve success through personal growth and training, with a sense of ownership and dedication to the bank and its valued customers

Job Responsibilities

• Opening consumer and commercial deposit accounts
• Perform signature card revisions and work with other areas of the bank with account requests
• Respond to customer inquiries via phone, email, text, and chat
• Take wire transfer instructions from customers
• Provide technical assistance and troubleshooting for the bank’s electronic services: CentraNet, CentraNet Manager, Mobile App, Bill Pay, Bank to Bank Transfers, eStatements, eNotices, Payment Portal, and Text Banking
• Update customer contact information (address, phone number, and email address)
• Set up customers with CentraNet Online Banking, Mobile Deposit, and Bank-to-Bank Transfers
• Add/remove accounts to CentraNet and Mobile Deposit
• Upon request, provide customers with copies of statements and temporary activity statements
• Transfer funds and provide balance information to customers
• Place stop payments on checks and ACH transactions
• Take loan payments over the phone
• Answer questions about customers’ debit card transactions, unblock cards (due to fraud block) and cancel/re-issue lost/stolen cards
• Place check and deposit slip orders for customers
• Answer phone calls that come through the switchboard and fill in at receptionist desk when needed
• Complete tasks and applications that customers submit online

Central National Bank is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability or veteran status.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance and Sales

Industries

• Banking