Relationship Banker II

Vantage Bank • San Antonio, TX

5d • Onsite

About The Position

The Relationship Banker II leads initiatives to enhance and elevate the overall client experience within the branch. They support the acquisition and expansion of consumer and commercial client relationships. The Relationship Banker II assists in acquiring new clients, completes assigned administrative duties, and demonstrates a strong commitment to delivering exceptional client service, identifying solutions, and fostering long-term relationships. They perform teller duties, opens accounts, maintain documentation and servicing responsibilities and master the bank’s products and services.

Requirements

• High School diploma or general education degree (GED), or equivalent required.
• A minimum of 3 years of banking experience.
• Proficient computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills.
• Excellent verbal, written, and interpersonal communication skills.
• Must be sales oriented.
• Ability to perform basic math functions and to balance to expected totals.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Must be versatile, flexible and have a willingness to work with constantly changing priorities with enthusiasm.
• Ability to communicate with people at all levels and various backgrounds
• All employees of Vantage Bank, herein referenced to as the “Bank”, must comply with the terms of the BSA Policy upon acceptance of this position.
• It is the responsibility of each employee to take the required BSA training modules and become familiar with and adhere to the Bank Secrecy Act, Anti Money Laundering and Office of Foreign Asset Control Policy.

Nice To Haves

• Bachelor’s Degree in a related field preferred.
• Previous cash handling, sales or customer service experience preferred.
• Bilingual— English/Spanish preferred.

Responsibilities

• Promotes and maintains positive relations with all contacts, customers and potential customers
• Complies with all department and company policies and procedures.
• Contributes to the fulfillment of department and company objectives and goals.
• Performs as a team member in allocating and coordinating the workflow.
• Trains new employees and answers team questions as needed.
• Assists in ordering, receiving, verifying, and distributing cash.
• Accepts retail and/or commercial deposits, verifying cash and endorsements and giving customers their receipts.
• Identifies customers and cashing checks, or referring customers to an officer for authorization to cash check
• Balances cash daily
• Accepts payments for all loan transactions.
• On occasion, performs branch opening and closing duties
• Assists in the open and close duties of the vault
• Promotes the bank's products and services; consistently cross-sells bank products at every opportunity.
• Demonstrates a strong commitment to resolving customer issues by accurately identifying needs and responding effectively.
• Follows teller over/short policy.
• Processes daily work through branch capture and processes adjustments in the system as needed.
• Sends transport monitor to ITI.
• Maintains a position of trust and responsibility by keeping all customer business confidential.
• Responsible for making sure that teller cash box limits are always being met.
• Opens new domestic/foreign accounts including but not limited to checking, savings, and certificates of deposits, money markets, safe deposit boxes, and IRAs.
• Collects or completes all required documentation for personal and business accounts to comply with all regulatory requirements and bank policies.
• Conducts all required credit and banking history required inquiries prior to opening accounts.
• Ensures completion of new accounts in a timely manner.
• Performs required maintenance on customer accounts.
• Demonstrates a strong understanding of customers and enhanced due diligence.
• Processes and submits New Account and Loan files for processing/closing/funding in a timely manner.
• Responds to customer inquiries regarding their account or company products/services in a professional and courteous manner.
• Performs closing of all account types.
• Processes consumer loan applications and close/fund consumer loans.
• Prepares Debit Card applications, process instant issue debit cards and balance inventory
• Delivers or participates in bank presentations to employees of the Bank’s commercial customers.
• Processes and submits credit card applications.
• Submits referrals to cash management services, credit cards, mortgage loans, business loans, foreign exchange, and treasury management.
• Sets up Check orders on system.
• Processes domestic and foreign wire transfers.
• Complies with all bank policies and procedures and bank regulations.
• Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations, which include BSA, CIP, Beneficial Ownership and OFAC requirements.
• Serve as mentor and trainer to new bankers onboarding.
• Other duties as assigned.

Benefits

• Community involvement is part of who we are. Our culture is built on teamwork, purpose, and service. We value volunteerism and create opportunities for employees to connect, give back, and make a positive difference in our communities. As part of the Vantage Bank team, all associates should embrace our community involvement and culture to ensure we are making an impact.

What This Job Offers

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