Senior Relationship Banker - Waco

Extraco Corporation • Waco, TX

1d • Onsite

About The Position

As a Senior Relationship Banker, you will play a vital role in building and maintaining strong customer relationships while facilitating the opening and servicing of various accounts, including small business accounts. Your expertise will also be critical in assisting clients with closing consumer banking loans and ensuring their financial needs are met effectively. This role combines strong financial expertise, customer relationship management, and lending support to meet the diverse financial needs of our customers. The Senior Relationship Banker plays a pivotal role in enhancing the financial well-being of customers by providing personalized banking solutions and fostering long-lasting client relationships. This position demands a deep understanding of banking products, exceptional customer service, and the ability to contribute to the growth and success of the banking institution. This role also emphasizes adaptability and versatility, given the crucial objective in maintaining service consistency and operational efficiency across the region. You will be required to fill in seamlessly at any branch, providing exceptional customer service and supporting branch operations as needed.

Requirements

• Banking knowledge: Familiarity with banking operations, procedures and financial products. Understands banking regulations and compliance requirements.
• Adaptability: Adapt in fast paced environment with constant interruptions.
• Detail Oriented: Focus and pay close attention to details.
• Emotional Intelligence: Show empathy and appreciation for others.
• Excellent Communication: Listen first and demonstrate strong verbal and written skills.
• Exceptional Customer Service: Address inquiries, resolve issues and assist customers by going the extra mile.
• Initiative: Be motivated to succeed in this role and attain goals due to own enthusiasm and interest.
• Interpersonal Skills: Demonstrate teamwork and motivate others around you.
• Stress Management: Focus on what you can control and seek out help when needed.
• Positive Attitude: Keep a positive attitude and communicate openly with your manager.
• Conflict Management: Demonstrate the ability to convert a negative customer experience into a positive one.
• High School diploma required
• 3-5 years of customer service or sales experience required

Nice To Haves

• 4 year degree strongly preferred
• 3 years of cash handling experience strongly preferred
• 2 years retail banking experience strongly preferred
• 3 years of supervisory experience
• Experience in opening accounts for Small Business customers

Responsibilities

• Onboard, develop and maintain strong, trusting relationships with new and existing customers and assist branches across regions during peak times, staff shortages, or special events.
• Fill in as needed at various branches within the region to support daily operations, consistently demonstrating SWARM banking methodology and basic duties assigned to Relationship Bankers.
• Safely and accurately handle cash, coins, and negotiable instruments, following established cash-handling procedures, while simultaneously accurately processing a wide range of banking or teller transactions including deposits and withdrawals, adhering to established procedures and regulatory guidelines.
• Open and service various types of business and consumer checking and savings accounts, utilizing tools and resources to document all services completed on our customers’ accounts.
• Hold conversations with customers to understand their current and future financial needs to identify opportunities to make product recommendations and assist with personal loan closings end to end.
• Provide exceptional service through our SWARM Banking approach, which involves greeting customers by name and greeting them as they walk into our lobbies.
• Assist with scheduling and risk management duties as called upon by Relationship Banker Supervisor or Branch Manager – may not be applicable to all Locations.
• Help build the business by contributing toward monthly sales and service metrics through referrals to specialized departments: consumer lending, mortgage, wealth management, and insurance.
• Utilize technology to educate customers on our full range of digital banking including but not limited to virtual tellers, our mobile app and safe online banking habits. Be a point of contact for customers facing technical issues/difficulties with our digital banking tools.
• Other Duties as assigned

Benefits

• Consumer Banking Training Academy that will provide you with the tools and knowledge to be successful.
• Complete career path opportunities for your growth.
• Ability to take your progress in your own hands with sophisticated software to document your personal development.
• Partnerships throughout our branch network that can assist in your success.
• Regular 1on1 meetings and coaching sessions with your leadership team.
• Active approach to identify ways to improve the employee experience alongside the customer experience.
• Annual Retail Awards and Recognition Event to celebrate employee successes.
• Extraco provides excellent benefits and competitive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED