Relationship Banker I

Southside Bank•Fort Worth, TX

9d•Onsite

About The Position

The Relationship Banker I creates a memorable customer experience by delivering consistent, value-added service, developing lasting customer relationships, and identifying opportunities for new business. The role provides teller services, including deposits, withdrawals, and check cashing; opens new accounts; and cross-sells need-based products and services. The banker uses knowledge and judgment to verify transactions and accounts, referring questionable items to an Assistant Branch Manager or above, and maintains a professional appearance and demeanor. The role combines customer service, transaction processing, compliance, and teamwork. It requires accurate and courteous communication with customers, appropriate referrals, adherence to bank policies and regulatory requirements, and participation in branch operations and team efforts. The position is based at the Cityview location and reports to the Branch Manager.

Requirements

High school graduate or equivalent.
Proficient in typing, use of a 10-key calculator, and data entry.
Excellent oral and written communication skills.
Complete and comprehend Southside Bank instructor-led classes within the first six months: New Employee Orientation, Teller Training, Teller Advanced and Professional Teller, New Accounts Product Knowledge, Back to Basics, and Customer Service.
Ability to remain stationary for 75% of the time and frequently move around the branch to assist customers and access machinery.
Ability to transport 25 pounds of coin 5–25 feet, up to five times per day, depending on coin deliveries.
Manual dexterity sufficient to reach, handle items, and work with fingers; ability to perceive attributes of objects and materials.
Ability to detect, recognize, and identify customers while assisting them.

Nice To Haves

At least six months of cash-handling or customer-service experience is preferred.

Responsibilities

Deliver Southside Bank’s customer service standards through accurate, efficient, enthusiastic, professional, and courteous interactions.
Make customer thank-you calls and follow up on problem resolution as directed by management.
Meet or exceed operational and sales goals, including balancing and attendance goals.
Understand and explain the Bank’s products and services, recognize transactions as cross-sell opportunities, and identify customer needs by listening and asking clarifying questions.
Direct or refer customers to other Southside departments as appropriate.
Protect sensitive Bank information and accurately communicate account information.
Follow bank policies and procedures, including those designed to prevent fraud and ensure transaction validity.
Follow compliance procedures and verify applicable reporting, including CTRs, SARs, monetary logs, and Regulation CC holds.
Maintain cash drawer limits, meet daily balancing standards, and report cash outages to management.
Accept and verify deposits; cash checks and process less-cash transactions within authorized limits; obtain supervisor approval for transactions exceeding those limits.
Provide customer-requested services such as official checks, cash advances, loan payments, stop payments, cardholder claim statements, savings bond redemptions, and, when applicable, notary services and assistance with account reconciliation and problem resolution.
Communicate disclosure requirements and regulations to customers and provide disclosures and brochures as needed.
Continue professional development through applicable training, seminars, and professional associations.
Comply with audit policies, applicable laws and regulations, the Bank Secrecy Act and related anti-money-laundering laws, and the Bank’s Information Security Program.
Process collection items such as dealer drafts and foreign items.
Contribute to a positive and caring atmosphere consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
Participate in team efforts to achieve departmental and company goals; lead by example and share knowledge and skills.
Assist with branch opening and closing duties and perform additional duties or special projects as assigned.
Comply with safety policies and report unsafe activities to a supervisor or Human Resources.