Relationship Banker - Waco Midway

Extraco Corporation•Waco, TX

13d•Onsite

About The Position

As a Relationship Banker, you establish and nurture customer relationships, open and manage accounts, and contribute to business growth by referring customers to other sales departments. You help customers meet their financial needs, strengthen the bank’s client base, and support its reputation in the community through exceptional service. The role involves handling cash and banking transactions, opening and servicing checking and savings accounts, learning about customers’ financial needs, recommending products, and contributing to sales and service metrics. You also help customers use digital banking tools and refer them to specialized departments, including mortgage, wealth management, and insurance. 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 listening, verbal, and written communication skills.
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, including motivating others.
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 otherwise 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 trusting customer relationships.
Safely and accurately handle cash, coins, and negotiable instruments in accordance with cash-handling procedures.
Process banking and teller transactions, including deposits and withdrawals, according to procedures and regulatory guidelines.
Open and service checking and savings accounts, and document services completed on customer accounts using available tools and resources.
Discuss customers’ current and future financial needs and identify opportunities to recommend products.
Provide customer 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 such as 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 options, including virtual tellers and the mobile app, and promote safe online banking habits.
Assist customers experiencing technical difficulties with digital banking tools.
Perform other duties as assigned.