Relationship Banker - Temple
Extraco Banks · Temple, TX · 4 wk ago
On-siteFinanceFull-time
Job Description
Relationship BankerLocation: Temple
Responsibilities
- 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
Qualifications
- 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
- High School diploma required.
- 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.
- Absolutely 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.
- An active approach to identify ways to improve the employee experience alongside the customer experience.
- An annual Retail Awards and Recognition Event to celebrate employee successes.
Pay
Extraco provides excellent benefits and competitive compensation.
Schedule
Extraco provides reasonable accommodation for persons with disability.