Relationship Banker I

Southside Bank • Fort Worth, TX

15d • Onsite

About The Position

The Relationship Banker I creates a memorable customer experience through consistent, value-added service, builds lasting customer relationships, and identifies opportunities for new business. The role provides teller services, including processing deposits, withdrawals, and check cashing; opens new accounts; and recommends need-based products and services. The banker uses knowledge and judgment to validate transactions and accounts, referring questionable items to an Assistant Branch Manager or above. The position requires a professional appearance and conduct.

The role combines customer service, transaction processing, compliance, and team support. Responsibilities include handling cash and customer transactions accurately, following bank policies and applicable regulations, safeguarding sensitive information, and helping the branch meet its operational and sales goals. The banker also participates in training, supports branch opening and closing duties, and may perform additional duties or special projects as assigned.

The position is based in a well-lit, heated and/or air-conditioned indoor branch office with adequate ventilation and moderate noise. The work includes frequent computer and office-equipment use, movement around the branch, and transporting coin weighing up to 25 pounds over short distances, up to five times daily.

Requirements

• High school graduate or equivalent.
• Proficient in typing, using 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; and Back to Basics Customer Service.
• Ability to meet the described physical demands, including remaining stationary for 75% of the time, frequent movement within the branch, operating a computer and office machinery, and transporting up to 25 pounds of coin over short distances.

Nice To Haves

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

Responsibilities

• Deliver Southside Bank’s customer service standards and provide accurate, efficient, enthusiastic, professional, and courteous service to customers and employees.
• Complete 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 standards.
• Explain bank products and services, identify customer needs, recognize cross-selling opportunities, and refer customers to other departments as appropriate.
• Maintain the security and confidentiality of sensitive bank information and communicate account information accurately.
• Follow bank policies, procedures, fraud-prevention practices, compliance requirements, and applicable laws and regulations, including the Bank Secrecy Act and the Bank’s Information Security Program.
• Verify and process customer deposits; cash checks and process less-cash transactions within authorized limits, obtaining supervisor approval when required.
• Maintain cash drawer limits and daily balancing standards, report cash outages, and comply with Teller Over/Short Policies.
• Perform customer-requested services such as selling official checks, processing cash advances and loan payments, completing stop payments and cardholder claim statements, redeeming savings bonds, and, where applicable, providing notary services and assisting with account reconciliation and problem resolution.
• Process collection items, including dealer drafts and foreign items.
• Verify applicable transaction reporting, including CTRs, SARs, monetary logs, and Reg CC holds; communicate disclosure requirements and provide disclosures and brochures as needed.
• Comply with audit policies and procedures and continue professional development through applicable training, seminars, or professional associations.
• Support a positive and caring atmosphere consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide; contribute to team efforts and share knowledge and skills.
• Assist with branch opening and closing duties and participate in special projects or other duties as assigned.
• Comply with safety policies, practices, and procedures and report unsafe activities to a supervisor and/or Human Resources.

Benefits

• Medical, prescription drug, 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