Relationship Banker II

Jefferson Bank•San Antonio, TX

About The Position

To create an exceptional customer experience by establishing, maintaining and deepening relationships by determining customer needs, opening deposit accounts, processing loans, providing deposit and loan account servicing, performing teller transactions and initiating referrals to other areas of the bank.

Requirements

2 years’ experience in a financial services environment or a consultative sales environment
Advanced knowledge of bank products and services
Experience providing excellent customer service through various forms of communication (face to face, email, and telephone)
Two years of College or High School Diploma/GED with equivalent experience on a year for year basis
Demonstrated ability to interview customer in a consultative manner to determine needs
Excellent customer service skills to include good verbal and written communication
Demonstrated success working in sales environment
Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completion
Excellent computer literacy in all Microsoft Programs (Outlook, Internet Explorer, Word, Excel, Power Point, Adobe Reader)
Ability to work with office equipment such as copiers, scanners, shredders, fax machines and other digital devices
Ability to use Financial Service Platform software
Must be able to communicate face to face with customers
Proven organizational skills with ability to multi-task and follow assigned tasks through completion
Must be able to focus on details and be accurate
Ability to work independently with minimal supervision
Must be accustomed to a fast-paced office environment
Must be able to reach, bend, push, and pull files up to 30 lbs.
Must be able to sit for most of the day in front of a computer screen
Must be able to speak to and hear to communicate with customers
Must be able to type on a keyboard
Must be able to read a laptop/computer monitor
Must be able to reach teller tubes
Must be mobile in an office environment

Nice To Haves

Knowledge of new account systems
Experience working in a Universal Banker role
Demonstrated success in achieving assigned goals

Responsibilities

Deliver exceptional customer service by engaging, educating and building personal connections with our customers
Follow the bank’s established sales and service process
Analyze customer needs so that appropriate recommendations can be made to new and existing customers
Provide deposit and loan account servicing to existing customers
Conduct follow up phone calls to prospects and current customers
Make outside business development appointment calls for Banking Center Manager
Use provided computer systems/software to handle all bank offered services
Complies with all federal and state laws and regulations, and all established bank policies and procedures
May process NSF report for banking center manager
Provides transactional customer service, including but not limited to the following: accept and process deposits, withdrawals, payments and handle other over the counter transactions
Provide information about Jefferson Bank loans up to and including taking the loan applications for consumer lending requests
May assist Commercial Lenders and Private Bankers with loan paperwork, account openings and customer service as needed
Work with Training and Retail Group manager to provide mentoring of new Relationship Bankers
Perform other duties as assigned