Relationship Banker - Floater

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.

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…