Senior Relationship Banker Waco
Job Summary
- 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 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
- 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
- 4 year degree strongly preferred
- 3 years of cash handling experience strongly preferred
- 2 years retail banking experience strongly preferred
- 3-5 years of customer service or sales experience required
- 3 years of supervisory experience
- Experience in opening accounts for Small Business customers
- 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. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.
Required Experience:
Senior IC
About Company
Locally-owned bank serving our Central Texas communities: Belton, Bryan, Copperas Cove, Georgetown, Harker Heights, Killeen, Temple, and Waco.