Senior Relationship Banker - Waco

Job Description

As a Senior Relationship Banker, you will play a vital role in building and maintaining strong customer relationships while facilitating the opening and servicing of various accounts, including small business accounts. Your expertise will also be critical in assisting clients with closing consumer banking loans and ensuring their financial needs are met effectively. This role combines strong financial expertise, customer relationship management, and lending support to meet the diverse financial needs of our customers.

Responsibilities

• Onboard, develop and maintain strong, trusting relationships with new and existing customers and assist branches across regions during peak times, staff shortages, or special events.
• Fill in as needed at various branches within the region to support daily operations, consistently demonstrating SWARM banking methodology and basic duties assigned to Relationship Bankers.
• 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 business and consumer 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 and assist with personal loan closings end to end.
• Provide exceptional service through our SWARM Banking approach, which involves greeting customers by name and greeting them as they walk into our lobbies.
• Aid in building the business by contributing toward monthly sales and service metrics through referrals to specialized departments: consumer lending, mortgage, wealth management, and insurance.
• 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.
• Conflict management: Demonstrate the ability to convert a negative customer experience into a positive one.

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

• 3 years of supervisory experience.
• 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.
• Ability to take your progress in your own hands with sophisticated software to document your personal development.
• Partnerships throughout our branch network that can assist in your success.
• Regular 1-on-1 meetings and coaching sessions with your leadership team.
• Active approach to identify ways to improve the employee experience alongside the customer experience.
• Annual Retail Awards and Recognition Event to celebrate employee successes.

Benefits and Equal Opportunity

We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disabilities. Extraco provides excellent benefits and competitive compensation.