Relationship Banker I

VeraBank, N.A. • Mount Enterprise, TX

4d

About The Position

The Relationship Banker I serves as a customer ambassador, providing efficient, personalized, face-to-face banking services. The role identifies customers’ needs, explains basic banking options, and refers customers to appropriate internal resources for more advanced products and services. It processes customary transactions and uses bank technology to assist customers accurately and efficiently.

The position also assists with account inquiries and problem resolution, establishes basic new accounts according to procedures, maintains knowledge of banking processes and policies, and supports branch and lending staff with clerical and administrative duties. The role receives and greets visitors and directs them to appropriate staff. It is a part-time position with a maximum of 30 hours per week.

Requirements

• High school diploma or equivalent experience.
• Comprehensive knowledge of banking rules and regulations.
• Excellent oral and written communication skills.
• Experience providing quality customer service.
• Conflict resolution skills.
• Professional appearance and demeanor.
• Ability to use basic office equipment.
• Ability to use personal computers and other bank-provided technological resources.
• Detail orientation and demonstrated proficiency and accuracy in processing customer requests and transactions.
• Ability to multitask, prioritize, and complete assignments effectively amid continued distractions.

Nice To Haves

• Familiarity with the bank’s core accounting system.
• One year of experience in a financial institution in a customer-contact position.
• Ability to work independently and as part of a team, with excellent time-management skills.
• Knowledge of various banking departments.

Responsibilities

• Explain basic bank products and services and match them to customer needs; refer customers to internal resources for advanced products and services.
• Assist customers with new and existing account inquiries and research and resolve account problems.
• Establish basic new accounts and follow designated new-account procedures.
• Process customary transactions, including receiving and paying out money and transactions involving negotiable instruments, using technological resources.
• Maintain technical knowledge of bank processes, systems, policies, and procedures for consumer products and services; comply with applicable laws and regulations.
• Process customer requests, including temporary checks, debit cards, check orders, stop payments, wire transfers, address changes, and loan payments.
• Provide clerical and administrative support to branch and lending staff as assigned.
• Greet bank visitors, provide information, and direct them to appropriate staff.

What This Job Offers

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