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    Relationship Banker I - San Antonio, United States - JEFFERSON STATE BANK

    JEFFERSON STATE BANK
    JEFFERSON STATE BANK San Antonio, United States

    3 weeks ago

    Default job background
    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
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