Relationship Banker I

VeraBank • Henderson, TX

7d

About The Position

The Relationship Banker I serves as a customer ambassador, providing efficient, high-quality service to customers who prefer face-to-face banking. The role assesses customers’ transaction requirements, communicates basic banking options, and educates customers about sales and service channels. It identifies customer needs and matches them with appropriate products and services, referring customers to internal specialists for more advanced offerings. The banker processes customary transactions and uses bank technology to provide accurate, friendly, personalized service.

The position also assists with account inquiries and problem resolution, opens basic accounts according to established procedures, handles customer requests, maintains knowledge of bank systems and policies, and supports branch and lending staff with clerical and administrative duties. It is based in a comfortable indoor office setting with varied walking, standing, and desk-oriented activity.

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 accuracy in processing customer requests and transactions.
• Ability to multitask, prioritize, and complete assignments effectively amid ongoing distractions.

Nice To Haves

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

Responsibilities

• Identify customer needs and provide information about basic bank products and services that may benefit them; refer customers to appropriate internal resources for advanced products and services.
• Provide professional, proactive assistance with new and existing account inquiries and research and resolve account problems.
• Establish basic new accounts and follow designated account-opening 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, 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 as needed.

What This Job Offers

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