Relationship Banker I

VeraBank, N.A. • Temple, TX

5d • Onsite

About The Position

Serves as a customer ambassador for the bank, providing quality and efficient service to customers who prefer face-to-face interaction. Understands customers’ transaction requirements and communicates available options at a basic level. Educates customers about sales and service delivery options, identifies their needs, and refers products and services that match those needs. Processes basic customary transactions, including receiving and paying out money and transactions involving negotiable instruments, using technological resources to assist customers efficiently, accurately, and in a friendly manner. Provides personalized banking services to customers.

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.
• Attention to detail and demonstrated proficiency and accuracy in processing customer requests and transactions.
• Ability to multitask, prioritize, and effectively complete assignments 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 that may benefit customers, uncover customer needs, match those needs with appropriate products or services, and refer customers to internal resources for advanced products and services.
• Provide professional, proactive customer service for new and existing account inquiries and research and resolve account problems.
• Establish basic types of 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, and comply with applicable laws and regulations.
• Process customer requests, including temporary checks, debit cards, check orders, stop payments, wire transfers, change-of-address requests, 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 as needed.

What This Job Offers

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