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Relationship Banker I (SOBC)
JEFFERSON STATE BANK • San Antonio, TX 78284 • Posted 24 days ago
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In-person • Full-time • Entry Level
Job Highlights
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The Relationship Banker I at Jefferson State Bank is responsible for creating an exceptional customer experience by establishing, maintaining, and deepening relationships with customers. This role involves determining customer needs, opening deposit accounts, processing loans, providing account servicing, performing teller transactions, and initiating referrals to other bank areas. The position emphasizes exceptional customer service, analyzing customer needs, and providing transactional customer service.
Responsibilities
- Deliver exceptional customer service by engaging, educating and building personal connections with customers
- Follow the bank's established sales and service process
- Analyze customer needs to make appropriate recommendations
- Provide deposit and loan account servicing to existing customers
- Conduct follow up phone calls to prospects and current customers
- Make outside business development appointment calls for Banking Center Manager
- Use computer systems/software to handle all bank offered services
- Comply with all federal and state laws and regulations, and bank policies and procedures
- May process NSF report for banking center manager
- Provide transactional customer service, including deposits, withdrawals, payments, and over the counter transactions
- Provide information about Jefferson Bank loans and take loan applications for consumer lending requests
- May assist Commercial Lenders and Private Bankers with loan paperwork, account openings, and customer service as needed
- Perform other duties as assigned
Qualifications
Required
- 1 Year experience in a financial services environment or a consultative sales environment
- Knowledge of bank products and services
- Experience providing customer service through various forms of communication (face to face, email, and telephone)
- High School diploma or equivalent
- Excellent customer service skills including good verbal and written communication
- Ability to work in a sales environment
- Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completion
Preferred
- Knowledge of new account systems
- 6 months of cash handling experience
Full Job Description
**JOB FUNCTION **:
To create an exceptional customer experience by establishing, maintaining and deepening relationships by determining customer needs, opening deposit accounts, processing loans, providing deposit and loan account servicing, performing teller transactions and initiating referrals to other areas of the bank.
**DUTIES and RESPONSIBILITIES **:
********
- Deliver exceptional customer service by engaging, educating and building personal connections with our customers
- Follow the bank's established sales and service process
- Analyze customer needs so that appropriate recommendations can be made to new and existing customers
- Provide deposit and loan account servicing to existing customers
- Conduct follow up phone calls to prospects and current customers
- Make outside business development appointment calls for Banking Center Manager
- Use provided computer systems/software to handle all bank offered services
- Complies with all federal and state laws and regulations, and all established bank policies and procedures
- May process NSF report for banking center manager
- Provides transactional customer service, including but not limited to the following: accept and process deposits, withdrawals, payments and handle other over the counter transactions
- Provide information about Jefferson Bank loans up to and including taking the loan applications for consumer lending requests
- May assist Commercial Lenders and Private Bankers with loan paperwork, account openings and customer service as needed
- Perform other duties as assigned
**MINIMUM QUALIFICATIONS **:
**Work Experience ******
- 1 Year experience of working in a financial services environment or a consultative sales environment
- Knowledge of bank products and services
- Experience providing customer service through various forms of communication (face to face, email, and telephone)
**Preferred Experience (*Optional*)**
- Knowledge of new account systems
- 6 months of cash handling experience
**Supervisory Experience **
- None
**Education/Skills/Experience**
- High School diploma or equivalent
- Excellent customer service skills to include good verbal and written communication
- Ability to work in sales environment
- Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completion
**Equipment/Machines/Software **
Excellent computer lite
To create an exceptional customer experience by establishing, maintaining and deepening relationships by determining customer needs, opening deposit accounts, processing loans, providing deposit and loan account servicing, performing teller transactions and initiating referrals to other areas of the bank.
**DUTIES and RESPONSIBILITIES **:
********
- Deliver exceptional customer service by engaging, educating and building personal connections with our customers
- Follow the bank's established sales and service process
- Analyze customer needs so that appropriate recommendations can be made to new and existing customers
- Provide deposit and loan account servicing to existing customers
- Conduct follow up phone calls to prospects and current customers
- Make outside business development appointment calls for Banking Center Manager
- Use provided computer systems/software to handle all bank offered services
- Complies with all federal and state laws and regulations, and all established bank policies and procedures
- May process NSF report for banking center manager
- Provides transactional customer service, including but not limited to the following: accept and process deposits, withdrawals, payments and handle other over the counter transactions
- Provide information about Jefferson Bank loans up to and including taking the loan applications for consumer lending requests
- May assist Commercial Lenders and Private Bankers with loan paperwork, account openings and customer service as needed
- Perform other duties as assigned
**MINIMUM QUALIFICATIONS **:
**Work Experience ******
- 1 Year experience of working in a financial services environment or a consultative sales environment
- Knowledge of bank products and services
- Experience providing customer service through various forms of communication (face to face, email, and telephone)
**Preferred Experience (*Optional*)**
- Knowledge of new account systems
- 6 months of cash handling experience
**Supervisory Experience **
- None
**Education/Skills/Experience**
- High School diploma or equivalent
- Excellent customer service skills to include good verbal and written communication
- Ability to work in sales environment
- Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completion
**Equipment/Machines/Software **
Excellent computer lite
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