Relationship Banker - Waco Midway

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 and identify opportunities for product recommendations.
• Provide exceptional service through the SWARM Banking approach, greeting customers by name as they enter the lobby.
• 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 products.
• Utilize technology to educate customers on digital banking tools, including virtual tellers, the mobile app, and safe online banking habits.
• Serve as a point of contact for customers facing technical issues with 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.

Skills

• Banking knowledge: Familiarity with banking operations, procedures, and financial products; understands banking regulations and compliance requirements.
• Adaptability: Ability to thrive in a 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: Strong verbal and written skills; listen first.
• Exceptional Customer Service: Address inquiries, resolve issues, and assist customers by going the extra mile.
• Initiative: Motivated to succeed and attain goals through enthusiasm and interest.
• Interpersonal Skills: Demonstrate teamwork and motivate others.
• Stress Management: Focus on what you can control and seek help when needed.
• Positive Attitude: Maintain a positive attitude and communicate openly with your manager.

Qualifications That Would Be a Plus

• Experience in opening accounts for Small Business customers.

Schedule

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

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 1-on-1 meetings and coaching sessions with leadership.
• Active approach to improve the employee experience alongside the customer experience.
• Annual Retail Awards and Recognition Event to celebrate employee successes.
• Excellent benefits and competitive compensation.