Relationship Banker I - Floater

Southside Bank • Fort Worth, TX

17d • $18 • Onsite

About The Position

To create a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships and discovering opportunities for new business. Provides teller services including processing transactions such as deposits, withdrawals, and cashing checks. Processes new accounts and cross-sells other need based products and services. Utilizes knowledge and judgment to assure the validity of transactions processed, accounts opened and refers questionable items to an Assistant Branch Manager or above. Maintain a professional appearance in both dress and behavior.

Requirements

• High School Graduate or the equivalent required.
• Minimum six month cash handling or customer service experience preferred.
• Proficient in typing, 10-key calculator and data entry.
• Excellent oral and written communication skills.
• Completion and comprehension of the following Southside Bank instructor led classes within the first 6 months of employment :
• New Employee Orientation
• Teller Training, Teller Advanced and Professional Teller
• New Accounts
• Product Knowledge
• Extreme Customer Service – Fundamentals

Responsibilities

• Perform Southside Bank’s customer service standards with each customer interaction
• Consistently perform with accuracy and efficiency to build customer confidence and trust.
• Complete customer thank you calls and follow up of problem resolution as directed by management.
• Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable.
• Know the products and services offered by the Bank with the ability to recall and explain key benefits to the customer. Recognize each customer transaction as a cross-sell opportunity. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Direct customers as needed to other Southside departments
• Maintain the security and confidentiality of pertinent information and records
• Accurately communicate account information to customers
• Identify and respond to the needs of new and potential customers by listening and clarifying their needs. Refer customers as needed to other Southside departments.
• Must be able to commute throughout the hired Region to the various Branches that have a staffing need.
• Understand and agree to abide by the policies and procedures established at Southside Bank.
• Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.)
• Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds.
• Maintain cash drawer limits and responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policies. Ensure that all cash outages are reported to management.
• Accept and verify customer deposits
• Cash checks and process less cash transactions within authorized limits; obtain supervisor’s approval to process transactions which exceed authorized limits.
• Perform special services as requested by customers, such as selling official checks, process cash advances and loan payments, completion of stop payments and cardholder claim statements and redeem savings bonds with accuracy. May include notary services and helping customers with account reconciliation and problem resolution.
• Communicates disclosure requirements and regulations to customers in accordance with regulatory guidelines, provides disclosures and brochures as needed.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Perform duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Must comply with all applicable laws and regulations.
• Maintain a positive and caring atmosphere for customers and employees consistent with the Southside Bank’s mission and philosophy.
• Contribute to a positive team environment with peers in and out of the branch
• Continue professional development through training, seminars, membership in professional associations, as applicable.
• Assist with opening and closing duties
• Perform additional duties as assigned or directed
• Participates in special projects as assigned.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Must comply with all applicable laws and regulations.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Maintains a positive and caring atmosphere for customers and employees consistent with the Southside Bank’s mission and philosophy.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Maintains the security and confidentiality of pertinent information and records.
• Continues professional development through training, seminars, membership in professional associations, as applicable.
• Performs additional duties as assigned or directed.

Benefits

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED