Relationship Banker

Vast Bank•Tulsa, OK

11d•Onsite

About The Position

The Relationship Banker is responsible for delivering accurate, efficient, and professional banking services while building meaningful customer relationships through exceptional service and needs-based conversations. This role balances transactional responsibilities, including teller transactions, account opening, and account maintenance, with a consultative approach focused on identifying customer financial needs and recommending appropriate products, services, and financial solutions. The Relationship Banker serves as a primary customer contact through in-person, telephone, and digital channels, while supporting branch performance goals, deepening customer relationships, resolving service needs, and ensuring compliance with all bank policies and regulatory requirements.

Requirements

1-3 years experience in customer service or banking
High school diploma or GED Required
A high level of professionalism, confidentiality, and customer service is essential in this role.
Strong communication, problem-solving, and interpersonal skills are necessary to effectively identify customer needs, resolve service issues, and recommend appropriate products and services through in-person, telephone, and digital channels.
Strong communication, customer service and relationship-building skills.
Ability to manage multiple priorities in a fast-paced environment.
Problem-solving skills with sound judgment and attention to detail.
Proficiency with banking systems, Microsoft Office and digital tools.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
Must be capable of climbing / descending stairs in an emergency situation.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary.
Must be capable of regular, reliable, and timely attendance.

Nice To Haves

Must be able to work extended hours or travel off site whenever required or requested by management.

Responsibilities

Provide professional, friendly and responsive service across all customer interactions.
Process teller transactions accurately and efficiently, including deposits, withdrawals, payments and related services.
Open, maintain and service a full range of consumer deposit accounts with proper documentation and system accuracy.
Serve as a primary contact for customer needs including account maintenance, research, digital support and problem resolution.
Conduct consultative conversations to identify customer needs and recommend appropriate banking products, services and digital tools.
Educate customers on digital banking solutions such as online banking, mobile deposit, bill pay and debit card services.
Build, retain and deepen customer relationships through proactive communication, follow-up and service excellence.
Research and resolve customer issues, escalating more complex situations when necessary.
Support branch goals through referrals, product knowledge and relationship development.
Maintain accurate records, balance transactions and complete operational tasks as required.
Assist with branch operations, training support and team collaboration initiatives.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.