Relationship Banker - Waco

About the role

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. You will be the face of the bank, fostering strong customer relationships, meeting their financial needs, and driving business growth through referrals.

Responsibilities

• Develop and maintain strong, trusting relationships with customers.
• Safely and accurately handle cash, coins, and negotiable instruments, following established cash-handling procedures, while processing a wide range of banking transactions including deposits and withdrawals.
• Open and service various types of checking and savings accounts, documenting all services completed on customers’ accounts.
• Hold conversations with customers to understand their current and future financial needs to identify opportunities for product recommendations.
• Provide exceptional service through our SWARM Banking approach, greeting customers by name as they enter our lobbies.
• Contribute toward monthly sales and service metrics to help build the 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 our products.
• Utilize technology to educate customers on our full range of digital banking, including virtual tellers, our mobile app, and safe online banking habits.
• Serve as a point of contact for customers facing technical issues or difficulties with our digital banking tools.
• Perform other duties as assigned.

Requirements

• High School diploma required; 4-year degree strongly preferred.
• 3 years of cash handling experience strongly preferred.
• 2 years of retail banking experience strongly preferred.
• 3-5 years of customer service or sales experience required.
• Familiarity with banking operations, procedures, and financial products.
• Understanding of banking regulations and compliance requirements.

Skills

• Adaptability in a fast-paced environment with constant interruptions.
• Detail-oriented with a focus on accuracy.
• Emotional intelligence, showing empathy and appreciation for others.
• Excellent communication, both verbal and written.
• Exceptional customer service, addressing inquiries and resolving issues proactively.
• Initiative to succeed and attain goals through enthusiasm and interest.
• Strong interpersonal skills, demonstrating teamwork and motivating others.
• Effective stress management, focusing on controllable factors and seeking help when needed.
• Maintaining a positive attitude and communicating openly with management.

Qualifications That Would Be a Plus

• Experience in opening accounts for Small Business customers.

Schedule

Hours will vary depending on the assigned location. Consistent weekend availability on Saturdays during the hours of 8:30 AM – 1:00 PM is required.

Benefits

• Consumer Banking Training Academy to provide tools and knowledge for success.
• Complete career path opportunities for growth.
• Sophisticated software to document personal development.
• Partnerships throughout the branch network to assist in success.
• Regular one-on-one meetings and coaching sessions with leadership.
• Active approach to improving the employee experience alongside the customer experience.
• Annual Retail Awards and Recognition Event to celebrate employee successes.
• Excellent benefits and competitive compensation.