Relationship Banker II

2 months ago


Austin, Texas, United States The Bank of San Antonio Full time

Job Type
Full-time

Description

The Relationship Banker II position is responsible for providing superior and quality customer service while providing efficient and accurate transaction processing. The RB II receives and pays out money, keeping records of money and negotiable instruments involved in performing various financial transactions. Accounts for all receipts and disbursements. Explains, promotes, or sell products or services by using computerized information about clients to tailor recommendations. Work also includes routine clerical support tasks related to the teller and bank branch operation function. Familiar with standard concepts, practices and procedures with the Customer and Banking Service field. The RB II relies on limited experience and exercises judgment and discretion to plan and accomplish goals. Works with relative independence to accomplish variety of work tasks. Works under general supervision. Questionable or non-routine transactions are referred to supervisor. Ensures excellent internal and external client relations at all times.

Responsibilities and Duties:

  • Perform a wide range of procedurally correct teller duties, including but not limited to: processing check and cash deposits, cashing checks, issuing cashier's checks, preparing change orders and receiving loan payments.
  • Examine signatures for withdrawals and checks for endorsements and verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the document(s) ownership.
  • Balance teller cash drawer daily and maintain accuracy with cash and other negotiable(s) handling by using computers, calculators, or adding machines.
  • Opens new accounts using the bank's procedures and Customer Identification Procedures (CIP) policy.
  • Use the bank's CRM tool (Salesforce) to track and update client service requests
  • Provide high level of customer service and professionalism to clients in person, by phone and by email.
  • Resolve client issues, discrepancies or concerns by utilizing resources, supervisor and/or various departments within the bank.
  • Process transactions and maintain proper logs for vault and courier/mail.
  • Assist with cash shipments and ordering cash for the branch.
  • Perform scanning process to include daily transactions, client documents and organize new account files.
  • Adhere to all Bank of San Antonio policies, procedures and regulatory requirements.

Work Hours

Monday- Friday, 8:00am-5:00pm



Requirements

Education and Experience Qualifications:

  • High School Diploma (or GED or High School Equivalence Certificate); 1 to 2 years of banking experience, with at least 6 months of teller experience and 6 months of new account opening experience, including personal and business accounts. Proficient with teller systems required.

  • Relationship Banker

    1 month ago


    Austin, Texas, United States Comerica Bank Full time

    Relationship Banker What we can offer you:Career Growth -- promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...


  • Austin, Texas, United States Greater Texas Credit Union Full time

    Job OverviewJoin a well-established organization dedicated to fostering long-lasting relationships and community service. We are seeking a passionate individual who thrives on helping others and values meaningful connections.What We Seek in a Branch Associate II:A collaborative team player with strong peer leadership capabilities.A commitment to exceptional...


  • Austin, Texas, United States Greater Texas Credit Union Full time

    Job DescriptionWhat we're looking for in a Branch Associate II:Someone who demonstrates peer leadership skills and thrives in a collaborative team environment.Commitment to delivering top-tier customer service and building strong relationships with members.Excellent communication skills and active listening abilities to understand and meet member needs...


  • Austin, Texas, United States Greater Texas Credit Union Full time

    Position Overview:We are seeking a dedicated Branch Associate II who excels in a team-oriented atmosphere and showcases leadership qualities among peers.Key Responsibilities:- Provide exceptional customer service to our members.- Foster and maintain strong relationships with clients.- Collaborate effectively with team members to achieve branch...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition: Private BankerRole Summary: The Private Banker is tasked with delivering bespoke financial and investment services tailored to affluent individuals and families. This position entails overseeing client portfolios, presenting customized financial solutions, and fostering robust, enduring relationships. The ideal candidate will possess...


  • Austin, Texas, United States University of Texas at Austin Full time

    Job Posting Title: Technical Analyst II ---- Hiring Department: University of Texas at Austin ---- Position Open To: All Applicants ---- Weekly Scheduled Hours: 40 ---- FLSA Status: Non-Exempt ---- Job Overview: The Office of Information Technology at the University of Texas at Austin is seeking a Technical Analyst II. This role requires flexibility to work...


  • Austin, Texas, United States CAPPS, Inc. Full time

    Job Overview Company: CAPPS, Inc. Position: Customer Service Representative II Role Summary: As a Customer Service Representative II, you will play a crucial role in managing the workflow and ensuring coverage within the Customer Service department. Your primary responsibilities will include providing exceptional service to both internal and external...


  • Austin, Texas, United States The University of Texas at Austin Full time

    Job Posting Title:IT Support Specialist II Hiring Department: The University of Texas at Austin Position Open To: All Applicants Weekly Scheduled Hours: 40 FLSA Status: Non-Exempt Position Duration: Expected to Continue Location: Main Campus Job Details: General NotesThe Office of Information Technology at The University of Texas at Austin is seeking an IT...


  • Austin, Texas, United States CAPPS, Inc. Full time

    Job Overview Company: CAPPS, Inc. Position: Customer Service Representative II Role Summary: As a Customer Service Representative II, you will play a vital role in managing the workflow and coverage of the Customer Service department. Your primary responsibility will be to provide exceptional service to both internal and external clients. Key...


  • Austin, Texas, United States augmentjobs Full time

    Job DescriptionJob Title: Investment BankerJob Overview: The Investment Banker will deliver expert financial advisory services to clients, focusing on mergers and acquisitions (M&A), capital raising, and various strategic financial transactions. This position requires performing comprehensive financial analysis, crafting pitch books, and nurturing client...


  • Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Summary:We are seeking a highly organized and detail-oriented Administrative Support Specialist II to join our team at the Texas Department of Aging & Disability Services. The successful candidate will provide administrative support to our Regional Administrative Services department, ensuring the smooth operation of our office.Key Responsibilities:Front...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition: Corporate Finance AssociateThe Corporate Finance Associate will be instrumental in facilitating a range of financial operations, encompassing mergers and acquisitions, capital raising, and organizational restructuring. This position requires in-depth financial analysis, the creation of client presentations, and collaboration with senior...


  • Austin, Texas, United States University of Texas at Austin Full time

    Job Posting Title: Technical Analyst II ---- Hiring Department: University of Texas at Austin ---- Position Open To: All Applicants ---- Weekly Scheduled Hours: 40 ---- FLSA Status: Non-Exempt ---- Job Overview: The Office of Information Technology at the University of Texas at Austin is seeking a Technical Analyst II. This role requires the ability to work...


  • Austin, Texas, United States University of Texas at Austin Full time

    Job Posting Title: Technical Analyst II ---- Hiring Department: University of Texas at Austin ---- Position Open To: All Applicants ---- Weekly Scheduled Hours: 40 ---- FLSA Status: Non-Exempt ---- Job Overview: The Office of Information Technology at the University of Texas at Austin is seeking a Technical Analyst II. This role requires flexibility to work...

  • Clinical Nurse II

    1 hour ago


    Austin, Texas, United States Travis County Full time

    Clinical Nurse II (Temporary Weekend Night Shift 10pm-6am) Position OverviewAre you dedicated to delivering exceptional patient care and positively impacting your community? This role offers a distinctive opportunity to work with vulnerable youth.The Travis County Juvenile Probation Department (TCJPD) is seeking applications for both part-time and full-time...


  • Austin, Texas, United States augmentjobs Full time

    Job DescriptionPosition Title: Commercial BankerPosition Overview:Oversee and expand a portfolio of corporate clients by delivering customized banking solutions and financial services. Cultivate relationships with both new and existing clients, evaluate their financial requirements, and propose suitable products such as loans, credit facilities, and cash...


  • Austin, Texas, United States HNTB Full time

    What We're Looking For HNTB Corporation is seeking a success oriented and positive Project Manager II - Planning specializing in transportation and transit projects. Responsible for managing assigned project(s) throughout their full lifecycle including developing the scope and technical sections of proposal and procurement documents to participating in...


  • Austin, Texas, United States augmentjobs Full time

    Job DescriptionJob Title: Commercial BankerPosition Overview:As a key player in our financial services team, you will oversee and expand a diverse portfolio of corporate clients by delivering customized banking solutions and financial products. Your role will involve building strong relationships with both prospective and existing clients, evaluating their...

  • Safety Offcr II

    2 weeks ago


    Austin, Texas, United States tapwage Full time

    Job Description:If you are looking for a place to work where you can establish a career that is filled with purpose, this is the job for youSafety Officer IISafety Officer II – Starting Market Rate Salary $54,043.93As part of a collaborative team of public servants, a Safety Officer protects residents receiving long-term care in Texas by assessing...


  • Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Overview: Are you seeking a meaningful career where you can make a difference? Look no further. **Position:** Safety Officer II **Salary:** Competitive starting market rate of $54.93 As a vital member of a dedicated team, the Safety Officer plays a crucial role in safeguarding residents in long-term care facilities throughout Texas by evaluating...