Relationship Banker - Gatesville
Extraco Corporation · Gatesville, TX · 1 mo ago
FinanceFull-time
About the role
As a Relationship Banker in Gatesville, you will be the face of the bank, establishing and nurturing customer relationships, opening and managing accounts, and driving business growth through referrals to specialized departments. You will deliver exceptional customer service, understand and respond to financial needs, and contribute to the bank’s reputation within the community.
Responsibilities
- Develop and maintain strong, trusting relationships with customers.
- Safely and accurately handle cash, coins, and negotiable instruments while processing a wide range of teller transactions, including deposits and withdrawals, in compliance with procedures and regulatory guidelines.
- Open and service various checking and savings accounts, documenting all services completed.
- Engage customers in conversations to understand current and future financial needs and identify product recommendation opportunities.
- Provide exceptional service using the SWARM Banking approach—greeting customers by name as they enter the lobby.
- Contribute toward monthly sales and service metrics to help build business.
- Refer customers to specialized departments such as mortgage, wealth management, and insurance.
- Onboard new customers through follow‑up routines to ensure successful use of products.
- Educate customers on digital banking tools (virtual tellers, mobile app, online banking habits) and serve as a point of contact for technical issues.
- Perform other duties as assigned.
Required Qualifications
- High School diploma (required).
- 3–5 years of customer service or sales experience (required).
- 2 years of retail banking experience (strongly preferred).
- 3 years of cash‑handling experience (strongly preferred).
- 4‑year degree (strongly preferred).
Preferred Qualifications
- Experience opening accounts for small‑business customers.
Desired Skills and Attributes
- Familiarity with banking operations, procedures, financial products, and regulatory compliance.
- Ability to adapt in a fast‑paced environment with constant interruptions.
- Strong attention to detail.
- High emotional intelligence and empathy.
- Excellent verbal and written communication skills.
- Exceptional customer service—willingness to go the extra mile.
- Self‑motivation and initiative to achieve goals.
- Teamwork and the ability to motivate others.
- Effective stress management and focus on controllable factors.
- Positive attitude and open communication with management.
Schedule
Hours will vary by location. Consistent weekend availability on Saturdays from 8:30 am to 1:00 pm is required.
Benefits
- Consumer Banking Training Academy to develop tools and knowledge for success.
- Clear career path opportunities for growth.
- Access to sophisticated software for personal development documentation.
- Branch‑network partnerships to support success.
- Regular 1‑on‑1 coaching sessions with leadership.
- Active involvement in improving employee and customer experiences.
- Annual Retail Awards and Recognition Event.
- Competitive compensation and comprehensive benefits package.