Relationship Banker - Waco

Extraco Banks, N.A.•Waco, TX

About The Position

The Relationship Banker establishes and nurtures customer relationships, opens and services accounts, and contributes to business growth through customer referrals. The role delivers customer service, helps customers meet their financial needs, and represents the bank in its community. Relationship Bankers use the bank’s SWARM Banking approach, digital banking tools, and customer follow-up routines to support a positive customer experience and successful use of bank products. 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 frequent interruptions.
Attention to detail.
Empathy and appreciation for others.
Strong listening, verbal, and written communication skills.
Ability to provide exceptional customer service, resolve issues, and assist customers.
Motivation and initiative to achieve goals.
Teamwork and interpersonal skills, including the ability to motivate others.
Ability to manage stress, focus on controllable factors, and seek help when needed.
Positive attitude and open communication with the manager.
Consistent Saturday availability from 8:30 a.m. to 1:00 p.m.

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.
Deliver service through the SWARM Banking approach, including greeting customers by name as they enter the lobby.
Contribute to monthly sales and service metrics.
Refer customers to specialized departments, including mortgage, wealth management, and insurance.
Onboard new customers and follow up to support their successful use of bank products.
Educate customers about digital banking options, including virtual tellers, the mobile app, and safe online banking habits.
Assist customers experiencing technical difficulties with digital banking tools.
Perform other duties as assigned.