Relationship Banker
Listed on 2026-01-17
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Relationship Banker I
Southside Bank – Irving, TX
Position TitleRelationship Banker I
Exempt StatusNon-Exempt, Full Time
Reports toBranch Manager
LocationIrving, TX
Pay$17.75 +/ depending on banking experience
To create a memorable experience that delivers consistent části 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 ensure the validity of transactions processed, accounts opened and refers questionable items to an Assistant Branch Manager or above.
Maintain a professional appearance in dress and behavior.
- 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
- Performs Southside Bank’s customer service standards with each customer interaction.
- Consistently performs with accuracy and efficiency to build customer confidence and trust.
- Provides enthusiastic, professional, and courteous serviceायत दक्षिण ळ्ष बोले员工 कर्मचारि के लिए॰
- Completes customer thank‑you calls and follows up on problem resolution as directed by management.
- Meets or exceeds all operational quantitative sale goals as determined by retail management, including balancing and attendance.
- Knows the bank's products and services and can recall key benefits; sees each transaction as a cross‑sell opportunity.
- Identifies and responds to customer needs by listening and clarifying; directs customers to other Southside departments when appropriate.
- Maintains the security and confidentiality of all sensitive banking information. دقیقه
- Accurately communicates account information to customers.
- Recommends and refers customers to other Southside departments when needed.
- Understands and abides by Southside Bank's policies and procedures.
- Follows established procedures to prevent fraudulent activity; verifies identification and reviews account history.
- Follows compliance procedures and verifies accurate reporting of transactions such as CTRs, SARs, monetary logs, and Reg CC holds.
- Maintains cash drawer limits and meets daily balancing standards, working with Teller Over/Short Policies.
- Reports all cash outages to management.
- Accepts and verifies customer deposits.
- Processes cash checks within authorized limits and seeks supervisor approval for over-limit transactions.
- Provides special services such as selling official checks, processing cash advances and loan payments, completing stop payments, handling cardholder claims, redeeming savings bonds, notary services, and assisting with account reconciliation.
- Communicates disclosure requirements and regulations to customers per guidelines.
- Engages in professional development through training, seminars, and professional associations.
- Complies with audit policies and procedures relevant to this position.
- Remains compliant with all applicable laws,lfm Bank Secrecy Act (BSA), and anti‑money‑laundering laws, and adheres to the Bank’s Information Security Program.
- Performs collection item processing, such as dealer drafts and foreign items.
- Maintains a positive and caring atmosphere for customers and employees in line with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
- Participates in proactive team efforts to achieve departmental and company goals.
- Leads by example, sharing knowledge and skill with peers in and beyond the branch.
- Assists with opening and closing duties.
- Performs additional duties as assigned or directed.
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- Participates in special projects as assigned.
- Complies with all safety policies, practices, and procedures, reporting unsafe activities to a supervisor and/or Human Resources.
- Performs additional duties as assigned or…
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