Relationship Banker I

VeraBank • Kilgore, TX

13d

About The Position

The Relationship Banker I serves as a customer ambassador, providing efficient, personalized service to customers who prefer face-to-face banking. The role requires understanding customers’ transaction needs, communicating basic banking options, educating customers about sales and service channels, and matching customers with relevant products and services. The banker handles customary transactions and uses bank technology to serve customers accurately and efficiently. For more advanced products and services, the banker refers customers to appropriate internal resources.

The position also assists with account inquiries and problem resolution, opens basic customer accounts, processes a range of customer requests, maintains knowledge of banking processes and policies, and supports branch and lending staff with clerical and administrative duties. The banker greets visitors and directs them to appropriate staff. The role involves daily contact with customers, the supervisor, and coworkers, and frequent coordination with other bank departments to research and resolve customer issues.

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 continued 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

• Explain basic bank products and services, identify customer needs, and match customers with appropriate products or services.
• Refer customers to appropriate internal resources for advanced products and services.
• Assist customers with new and existing account inquiries and research and resolve account problems.
• Establish basic types of new customer accounts and follow designated 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.

What This Job Offers

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