Senior Relationship Banker

Vantage Bank • McAllen, TX

20h • Onsite

About The Position

At Vantage Bank, the Senior Relationship Banker is an experienced and cross-trained financial professional focused on customer relationship management, sales, and operations. This role involves opening deposit accounts, processing consumer loans, and handling customer inquiries and maintenance requests while ensuring an excellent customer experience. The Senior Relationship Banker also supports branch staff, branch operations, compliance, and sales strategies in collaboration with the Banking Center Manager. The bank emphasizes supporting customers, valuing employees, embracing diversity, fostering meaningful connections, and providing outstanding service. Vantage Bank offers significant opportunities for career growth and invests in its people, valuing the unique skills and perspectives that each team member brings to the table.

Requirements

• High School diploma or general education degree (GED), or equivalent required.
• 4+ years of prior banking and sales experience.
• Extensive knowledge relating to banking regulations.
• Proficient computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills.
• Excellent verbal, written, and interpersonal communication skills.
• Must be sales-driven with a proven ability to build strong client relationships and deliver excellent customer service.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Ability to always maintain a high degree of ethical standards and complete confidentiality.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Must be versatile, flexible and have a willingness to work with constantly changing priorities with enthusiasm.
• Ability to communicate with people at all levels and various backgrounds.

Nice To Haves

• Bachelor’s Degree in a related field preferred.
• Bilingual— English/Spanish preferred.

Responsibilities

• Contributes to the fulfillment of department and company objectives and goals.
• Perform as a team member in allocating and coordinating the workflow.
• Ability to perform Teller and Relationship Banker duties as needed.
• Supports banking center personnel to ensure they are properly trained and cross trained.
• Maintains open communication and reporting with the Banking Center Manager.
• Provides support to ensure all Policies and Procedures are followed for the various areas (i.e., New Accounts, Tellers, etc.).
• Ability to handle customer complaints and inquiries and provide excellent customer experience.
• Supports manager as needed in conducting meetings to update banking center personnel on products, services, promotions, etc.
• Open new accounts.
• Collaborate with a team of product partners utilizing the One Bank Sales Strategy to understand and satisfy the clients'/prospects’ holistic business needs.
• Responsible for assisting in the monitoring of DDA and COD exceptions.
• Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations, which include BSA, CIP, and OFAC requirements.
• Responsible for relationship management, deposit portfolio growth and delivering excellent client experience.
• Supports the Banking Center Manager with the integration of the overall branch unit (tellers/new accounts) in working together towards established goals and objectives.
• Identifies and establishes strategies which will emphasize prospecting methods for generating net business with equal emphasis on business retention.
• Supports the Banking Center Manager in the successful managing of Vantage Bank Texas Banking Center sales, operations, maintenance, security, and personnel.
• Maintains high levels of product knowledge.
• Proactively reinforces efforts to carry out cross-selling objectives with staff.
• Coaches staff to work as a team towards established branch and corporate goals.
• Actively monitors on a consistent basis the status of sales efforts.
• Ensures a consistently high level of professionalism, business etiquette, and overall positive attitude towards our customers.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 101-250 employees