
Overview
Position Title : Relationship Banker I Float Exempt Status : Non-Exempt, Full Time Reports to : Branch Manager Location : Fort Worth and Surrounding Area Branches Starting Pay : $17.75+ per hour, depending on experience Benefits : Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) with a Match Basic, Voluntary, and Dependent Life Insurance Paid Time Off Paid Bank Holidays Workplace Wellness Programs Employee Assistance Programs Tuition Reimbursement Job Summary : 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 cross-sells other need-based products and services. 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 Perform Southside Bank’s customer service standards with each customer interaction Consistently perform with accuracy and efficiency to build customer confidence and trust Complete customer thank you calls and follow up of problem resolution as directed by management Meet or exceed all operational and sales goals determined by retail management, including balancing and attendance as applicable Know the products and services offered by the Bank and explain key benefits to customers. Recognize each customer transaction as a cross-sell opportunity. Identify and respond to the needs of new and potential customers by listening and clarifying their needs. Refer customers as needed to other Southside departments Maintain the security and confidentiality of pertinent information and records Accurately communicate account information to customers Operational Excellence Must be able to commute throughout the hired Region to various Branches with staffing needs Understand and abide by Southside Bank policies and procedures Follow established policies to avoid fraudulent activity (verify identification, review account history, etc.) Follow compliance procedures and verify accuracy of reporting applicable transactions (CTRs, SARs, monetary logs, Reg CC holds) Maintain cash drawer limits and balancing standards; report any cash outages to management Accept and verify customer deposits Cash checks and process less cash transactions within authorized limits; obtain supervisor approval for transactions exceeding limits Perform special services as requested (official checks, cash advances, loan payments, stop payments, cardholder claims, redeem savings bonds, notary services, account reconciliation) Communicate disclosure requirements and regulations to customers as needed Comply with audit policies and procedures relevant to this position Perform duties in compliance with applicable laws and regulations including the Bank Secrecy Act and information security program Must comply with all applicable laws and regulations Team Relations Maintain a positive and caring atmosphere for customers and employees aligned with Southside Bank’s mission Contribute to a positive team environment with peers in and out of the branch Continue professional development through training, seminars, and professional associations as applicable Assist with opening and closing duties Perform additional duties as assigned or directed Additional Functions Participates in special projects as assigned Abide by Southside Bank policies and procedures Comply with all applicable laws and regulations, including the BSA and anti-money laundering requirements Maintain a positive and caring atmosphere consistent with the Bank’s mission Provide enthusiastic, professional, and courteous service to customers and employees Maintain confidentiality of pertinent information Continues professional development through training and professional associations Performs additional duties as assigned or directed Required Education/Experience High School Graduate or equivalent required Minimum six months cash handling or customer service experience preferred Proficient in typing, 10-key calculator and data entry Excellent oral and written communication skills Complete the following Southside Bank instructor-led classes within the first 6 months of employment: New Employee Orientation; Teller Training, Teller Advanced and Professional Teller; New Accounts; Product Knowledge; Extreme Customer Service – Fundamentals Physical Activity/Dexterity The physical demands described are representative of those that must be met to perform essential functions. Reasonable accommodations may be made Sedentary office work with non-strenuous daily activities Manual dexterity to handle items and work with fingers Physical Environment Demands Must remain stationary for 75% of the time Operate a computer and other office equipment Occasional movement inside the branch to assist transactions Position self to access computers and equipment Must be able to transport up to 25 pounds of coin a distance of 5-25 feet several times per day Special notes for motor and in-store branches transport Working Conditions/Environment Well-lit, heated/cooled indoor office setting with adequate ventilation Moderate noise typical of an office Equal Opportunity Statement The contractor will not discriminate against employees or applicants based on pay inquiries. Compliance with 41 CFR 60-1.35(c) as applicable.
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Position Title : Relationship Banker I Float Exempt Status : Non-Exempt, Full Time Reports to : Branch Manager Location : Fort Worth and Surrounding Area Branches Starting Pay : $17.75+ per hour, depending on experience Benefits : Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) with a Match Basic, Voluntary, and Dependent Life Insurance Paid Time Off Paid Bank Holidays Workplace Wellness Programs Employee Assistance Programs Tuition Reimbursement Job Summary : 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 cross-sells other need-based products and services. 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 Perform Southside Bank’s customer service standards with each customer interaction Consistently perform with accuracy and efficiency to build customer confidence and trust Complete customer thank you calls and follow up of problem resolution as directed by management Meet or exceed all operational and sales goals determined by retail management, including balancing and attendance as applicable Know the products and services offered by the Bank and explain key benefits to customers. Recognize each customer transaction as a cross-sell opportunity. Identify and respond to the needs of new and potential customers by listening and clarifying their needs. Refer customers as needed to other Southside departments Maintain the security and confidentiality of pertinent information and records Accurately communicate account information to customers Operational Excellence Must be able to commute throughout the hired Region to various Branches with staffing needs Understand and abide by Southside Bank policies and procedures Follow established policies to avoid fraudulent activity (verify identification, review account history, etc.) Follow compliance procedures and verify accuracy of reporting applicable transactions (CTRs, SARs, monetary logs, Reg CC holds) Maintain cash drawer limits and balancing standards; report any cash outages to management Accept and verify customer deposits Cash checks and process less cash transactions within authorized limits; obtain supervisor approval for transactions exceeding limits Perform special services as requested (official checks, cash advances, loan payments, stop payments, cardholder claims, redeem savings bonds, notary services, account reconciliation) Communicate disclosure requirements and regulations to customers as needed Comply with audit policies and procedures relevant to this position Perform duties in compliance with applicable laws and regulations including the Bank Secrecy Act and information security program Must comply with all applicable laws and regulations Team Relations Maintain a positive and caring atmosphere for customers and employees aligned with Southside Bank’s mission Contribute to a positive team environment with peers in and out of the branch Continue professional development through training, seminars, and professional associations as applicable Assist with opening and closing duties Perform additional duties as assigned or directed Additional Functions Participates in special projects as assigned Abide by Southside Bank policies and procedures Comply with all applicable laws and regulations, including the BSA and anti-money laundering requirements Maintain a positive and caring atmosphere consistent with the Bank’s mission Provide enthusiastic, professional, and courteous service to customers and employees Maintain confidentiality of pertinent information Continues professional development through training and professional associations Performs additional duties as assigned or directed Required Education/Experience High School Graduate or equivalent required Minimum six months cash handling or customer service experience preferred Proficient in typing, 10-key calculator and data entry Excellent oral and written communication skills Complete the following Southside Bank instructor-led classes within the first 6 months of employment: New Employee Orientation; Teller Training, Teller Advanced and Professional Teller; New Accounts; Product Knowledge; Extreme Customer Service – Fundamentals Physical Activity/Dexterity The physical demands described are representative of those that must be met to perform essential functions. Reasonable accommodations may be made Sedentary office work with non-strenuous daily activities Manual dexterity to handle items and work with fingers Physical Environment Demands Must remain stationary for 75% of the time Operate a computer and other office equipment Occasional movement inside the branch to assist transactions Position self to access computers and equipment Must be able to transport up to 25 pounds of coin a distance of 5-25 feet several times per day Special notes for motor and in-store branches transport Working Conditions/Environment Well-lit, heated/cooled indoor office setting with adequate ventilation Moderate noise typical of an office Equal Opportunity Statement The contractor will not discriminate against employees or applicants based on pay inquiries. Compliance with 41 CFR 60-1.35(c) as applicable.
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