Relationship Banker - Waco

Extraco Corporation•Waco, TX

7d•Onsite

About The Position

As a Relationship Banker, you will establish and nurture customer relationships, open and manage accounts, and support business growth through referrals to specialized sales departments. You will serve as a face of the bank, helping customers meet their financial needs and contributing to the bank’s success and reputation in the community. You will deliver customer service using the bank’s SWARM Banking approach and help customers use the bank’s products and digital banking tools.

Requirements

High school diploma required.
Three to five years of customer service or sales experience required.
Familiarity with banking operations, procedures, and financial products, and understanding of banking regulations and compliance requirements.
Ability to adapt in a fast-paced environment with constant interruptions.
Attention to detail.
Empathy and appreciation for others.
Strong listening, verbal, and written communication skills.
Ability to address customer inquiries, resolve issues, and provide exceptional customer service.
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.; work hours vary by 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, and process banking transactions such as deposits and withdrawals in compliance with procedures and regulatory guidelines.
Open and service checking and savings accounts, documenting completed services using available tools and resources.
Discuss customers’ current and future financial needs and identify opportunities to recommend products.
Greet customers by name as they enter the lobby and provide service through the SWARM Banking approach.
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 their successful use of the bank’s products.
Educate customers about digital banking, including virtual tellers, the mobile app, and safe online banking habits, and serve as a contact for technical difficulties with digital banking tools.
Perform other duties as assigned.