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Sr. Relationship Banker

Company: Southside Bank
Location: Arlington
Posted on: May 16, 2022

Job Description:

Job DescriptionPosition Title: Senior Relationship Banker Exempt Status: Non-Exempt, Full TimeReports to: Branch Manager Branch:Arlington Park Row Summary of the Job: To create a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships and discovering opportunities for new business. Provides teller services including processing transactions such as deposits, withdrawals, and cashing checks. Processes new accounts and loans as well as cross-selling other products and services Southside offers. Utilizes knowledge and judgment to assure the validity of transactions processed, accounts opened and refers questionable items to an Assistant Branch Manager or above. Maintain a professional appearance in both dress and behavior.Essential Functions: Customer Service

  • Understands the benefits of all bank products and services and is capable of communicating benefits to customers as well as other employees.
  • Capable of maintaining the security and confidentiality of pertinent information and records and assists customers with all requests for new accounts as well as maintenance on existing accounts.
  • Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable.
  • Provides account information to customers and receives and processes loan payments and processes line of credit advances.
  • Performs special services as requested by customers, such as selling official checks, processing cash advances and selling traveler's checks and redemption of savings bonds.
  • Communicates disclosure requirements and regulations to customers in accordance with regulatory guidelines, provides disclosures and brochures as needed.
  • Accepts and verifies customer deposits. Cashes checks and processes less cash transactions within their authorized limit; obtains supervisor's approval to process transactions which exceed their authorized limits.
  • Continues professional development through training, seminars, membership in professional associations, as applicable.
  • Greets customers and non-customers as they enter the bank.
  • Contribute to a positive team environment in the branch.Customer Relations
    • Consistently perform with accuracy and efficiency to build customer confidence and trust by performing by performing functions necessary to help our customers with their needs. May include notary services, providing account information, selling and maintaining safe deposit boxes, issuing debit cards and assisting with disputes, help customer with account reconciliation and problem resolution.
    • Contributes to the growth of a profitable loan portfolio by originating loan applications for all types of consumer loan types. Proficient in cross selling consumer loans when opening new accounts for existing or new accounts
    • Complete daily customer thank you calls and hand off 2x2x2 process to the Branch Manager for follow up.
    • Build customer loyalty by acknowledging all customers by name with a sincere greeting to ensure a welcoming atmosphere.
    • Make customers feel appreciated by thanking them for their business.Customer Development
      • Recognize each customer transaction as a cross-sell opportunity. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Direct customers as needed to other Southside departments.
      • Responsible for providing quality customer service while maintaining a high rate of accuracy, efficiency, and attention to details. Maintain confidentiality of customer's signature cards; personal, financial, legal, and account information, personnel and bank management information.
      • Utilizes profile process to uncover problems, needs and opportunities, and create positive solutions to the customer.
      • Utilizes a pipeline to keep track of customer future needs.
      • Meets or exceed goals and expectations as communicated by the branch management team. Operational Excellence
        • Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.)
        • Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds.
        • Maintains cash drawer limits and is responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policy. Ensures that all cash outages are reported to management.
        • Completes applicable logs and performs all end of the day balancing procedures as applicable.
        • Assists with opening and closing duties and may serve in a lead role if directed by Assistant Branch Manager or above.
        • Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable.
        • Responsible for complying with audit policies and procedures as they pertain to this position.
        • Understands and agrees to abide by the policies and procedures established at Southside Bank.
        • Must comply with all applicable laws and regulations.
        • Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program.
        • Maintains a positive and caring atmosphere for customers and employees consistent with the Southside Bank's mission and philosophy.
        • Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
        • Maintains the security and confidentiality of pertinent information and records.
        • Continues professional development through training, seminars, membership in professional associations, as applicable.Additional Functions:
          • Participates in special projects as assigned.
          • Performs additional duties as assigned or directed.Required Education/Experience:
            • High School Graduate or the equivalent required.
            • Three – five plus years Banker experience including consumer lending plus one year Teller experience preferred. Proven sales results.Necessary Skills:
              • Proficient in typing, 10-key calculator and data entry.
              • Excellent oral and written communication skills.Physical Activity/Dexterity:
                • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
                • Sedentary physical activity performing non-strenuous daily activities of an administrative nature.
                • Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.Physical Environment Demands:
                  • Must be able to remain in a stationary position for 75% of the time.
                  • Constantly operates a computer and other office productivity machinery, such as a computer, scanner, computer printer, etc.
                  • The person in this position needs to frequently move about inside the branch location to assist customer's transactions, access different machinery, process cash, etc.
                  • Constantly positions self to maintain computers in the branch, including under the desks or in a different area of the branch.
                  • This person must be able to detect, recognize, and identify customers as they begin assisting them.
                  • Must be able to transport 25 pounds of coin a distance of 5-25 feet from a work station to the vault, up to five times a day, depending on how much coin is delivered that day.
                  • Motor branches – employee must transport the cash from work booth inside the branch.
                  • In-store branches – employee must transport the cash from the coin machine to a bag which is moved to the vault.Working Conditions/Environment:
                    • Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
                    • Moderate noise (e.g. business office with computers and printers, light traffic).Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Southside Bank, Arlington , Sr. Relationship Banker, Other , Arlington, Texas

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