Senior Relationship Banker

Central National BankWoodway, TX
Onsite

About The Position

A Senior Relationship Banker is responsible for customer service, new account acquisition and onboarding, customer retention, and above all, delivering on the bank’s mission of providing service in a manner that customers recognize as superior to the service provided by our competition.

Requirements

  • 4+ Years of Similar Banking Experience
  • Exceptional customer service skills
  • Accomplished interpersonal and communication skills (both verbal and written)
  • Proficiency in Microsoft Office suite of products (specifically Word & Excel)
  • Ability to network, negotiate, develop good rapport with others, and to grow relationships
  • High energy, enthusiasm, and a positive attitude
  • Organizational skills with strong attention to detail and the ability to follow through
  • Ability to multi-task and work efficiently to meet required deadlines
  • Strong orientation to personal service and professionalism (both conduct and appearance)
  • Desire to achieve success through personal growth and training, with a sense of ownership and dedication to the bank and its valued customers

Responsibilities

  • Opening consumer and commercial deposit accounts
  • Perform signature card revisions and work with other areas of the bank with account requests
  • Respond to customer inquiries via phone, email, text, and chat
  • Take wire transfer instructions from customers
  • Provide technical assistance and troubleshooting for the bank’s electronic services: CentraNet, CentraNet Manager, Mobile App, Bill Pay, Bank to Bank Transfers, eStatements, eNotices, Payment Portal, and Text Banking
  • Update customer contact information (address, phone number, and email address)
  • Set up customers with CentraNet Online Banking, Mobile Deposit, and Bank-to-Bank Transfers
  • Add/remove accounts to CentraNet and Mobile Deposit
  • Upon request, provide customers with copies of statements and temporary activity statements
  • Transfer funds and provide balance information to customers
  • Place stop payments on checks and ACH transactions
  • Take loan payments over the phone
  • Answer questions about customers’ debit card transactions, unblock cards (due to fraud block) and cancel/re-issue lost/stolen cards
  • Place check and deposit slip orders for customers
  • Answer phone calls that come through the switchboard and fill in at receptionist desk when needed
  • Complete tasks and applications that customers submit online
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