Relationship Banker I (NBBC)

Jefferson State Bank - New Braunfels, TX

Full-time

Onsite - New Braunfels, TX

About the position

The Relationship Banker I at Jefferson State Bank is responsible for creating an exceptional customer experience by establishing and deepening relationships with customers. This role involves determining customer needs, opening deposit accounts, processing loans, and providing account servicing, all while ensuring compliance with banking regulations and policies.

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 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 the Banking Center Manager.
• Use provided computer systems/software to handle all bank offered services.
• Comply with all federal and state laws and regulations, and all established bank policies and procedures.
• Process NSF reports for the banking center manager as needed.
• Provide transactional customer service, including accepting and processing deposits, withdrawals, payments, and handling other over-the-counter transactions.
• Provide information about Jefferson Bank loans and take loan applications for consumer lending requests.
• Assist Commercial Lenders and Private Bankers with loan paperwork, account openings, and customer service as needed.
• Perform other duties as assigned.

Requirements

• 1 year of 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.

Nice-to-haves

• Knowledge of new account systems.
• 6 months of cash handling experience.