Relationship Banker Floater - Gatesville

Extraco Banks, N.A.•Gatesville, TX

24d•Onsite

About The Position

The Relationship Banker Floater establishes and nurtures customer relationships, opens and services accounts, and supports business growth through referrals to specialized sales departments. The role delivers exceptional customer service, identifies customers’ financial needs, and helps expand the bank’s client base. As a floater, the banker must adapt to assignments at any branch within the designated region to maintain service consistency and operational efficiency, supporting branch operations as needed. The position includes safely handling cash and negotiable instruments, processing banking transactions, opening and servicing checking and savings accounts, and documenting services. The banker educates customers about digital banking tools, helps resolve technical difficulties, and follows up with new customers to support successful product use. Work hours vary by assigned location, with consistent Saturday availability required from 8:30 a.m. to 1:00 p.m.

Requirements

High school diploma required.
Three to five years of customer service or sales experience required.
Familiarity with banking operations, procedures, and financial products.
Understanding of banking regulations and compliance requirements.
Ability to adapt to a fast-paced environment with constant interruptions.
Attention to detail.
Empathy and appreciation for others.
Strong verbal and written communication skills and the ability to listen first.
Ability to provide exceptional customer service, address inquiries, resolve issues, and assist customers.
Motivation and initiative to succeed and attain goals.
Teamwork and interpersonal skills.
Ability to manage stress, focus on controllable factors, and seek help when needed.
Positive attitude and open communication with a manager.
Consistent Saturday availability from 8:30 a.m. to 1:00 p.m.
Ability to work varied hours depending on assigned location.

Nice To Haves

Four-year degree strongly preferred.
Three years of cash-handling experience strongly preferred.
Two years of retail banking experience strongly preferred.
Experience opening accounts for small business customers.

Responsibilities

Develop and maintain strong, trusting relationships with customers.
Safely and accurately handle cash, coins, and negotiable instruments according to established procedures.
Process banking and teller transactions, including deposits and withdrawals, in accordance with procedures and regulatory guidelines.
Open and service checking and savings accounts, and document services completed on customer accounts.
Discuss customers’ current and future financial needs and identify opportunities to recommend products.
Provide service through the SWARM Banking approach, including greeting customers by name as they enter the lobby.
Contribute toward monthly sales and service metrics.
Refer customers to specialized departments, including mortgage, wealth management, and insurance.
Follow up with new customers to support successful use of the bank’s products.
Educate customers about digital banking options, including virtual tellers, the mobile app, and safe online banking habits.
Assist customers experiencing technical issues with digital banking tools.
Fill in at branches throughout the designated region and support branch operations as needed.
Perform other duties as assigned.