Relationship Banker I

4 weeks ago

Temple, United States VeraBank, N.A. Full time

JOB PURPOSE

Serves as a customer ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. Has a thorough understanding of the customer’s transaction requirements and is able to effectively communicate all available options to them on a basic level. Educates customers about the bank’s sales and service delivery options and refers the appropriate products and services that match the customer’s needs. Processes basic customary transactions, such as receiving and paying out money and transactions involving negotiable instruments, and utilizes technological resources to assist the customer in an efficient, friendly and accurate manner. Provides personalized banking services to the bank’s customers.

DUTIES AND RESPONSIBILITIES
- With a clear and basic understanding of the bank’s products and services and the customer or prospective customer’s current relationship with the bank, offers the customer information on basic bank products and services that can benefit the customer and enhance their banking relationship. The relationship banker uncovers the customer’s needs and then matches those needs to the appropriate bank product or service. For more advanced level products and services, makes a referral and introduces the customer to the appropriate internal resource for continued service.
- Provides professional and proactive customer service by assisting customers with new and existing account inquiries, and/or researching and resolving account problems. Establishes basic types of new accounts for customers and follows designated new accounts procedures.
- Processes basic and customary transactions such as receiving and paying out money, transactions involving negotiable instruments, and other transactions by utilizing technological resources.
- Maintains technical knowledge of CNB processes, systems and policy and procedures for consumer products and services. Complies with all applicable laws and regulations.
- Processes customer requests including but not limited to temporary checks, debit cards, check orders, stop payments, wire transfers, change of address and loan payments.
- Provides support to the branch and lending staff with clerical and administrative duties as assigned.
- Receives and greets bank visitors, providing them with information and directing them to appropriate staff as necessary.

CONTACTSDaily contact with customers, supervisor and co-workers. Frequent contact with other bank departments in researching and resolving customer issues.

SPECIFIC REQUIREMENTS
- High school diploma or equivalent experience.
- Comprehensive knowledge of banking rules and regulations.
- Excellent oral and written communication skills.
- Experience in providing quality customer service.
- Conflict resolution skills.
- Professional appearance and demeanor.
- Ability to use basic office equipment.
- Ability to use personal computers and other bank provided technological resources.
- Detail oriented and demonstrated proficiency and accuracy in processing customer requests and transactions.
- Ability to multitask, prioritize, and effectively complete assignments with continued distractions.

**PREFERRED REQUIREMENTS**
- Familiar with the bank’s core accounting system.
- One year experience in a financial institution in a customer contact position.
- Ability to work independently and as a team with excellent time management skills.
- Knowledge of various banking departments.

**PHYSICAL REQUIREMENTS**

Office setting with moderately varied walking, standing, and desk-oriented activity, with fatigue being relieved by opportunities to change positions and move around in a comfortable indoor office environment.

**NOTICE**
- This job description in no way states or implies that these are the only tasks to be performed by the incumbent occupying this position. The incumbent will be required to follow any other instructions and to perform any other job-related duties.
- Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform in this position successfully, the incumbent will possess the abilities and aptitudes to perform each task proficiently.
- This position description has excluded the marginal or peripheral functions that are incidental to the performance of primary functions. All requirements are essential to the function of the position.
- This job description describes the minimum selection requirements to qualify for the position. However, promotion and other employment decisions are also based on Bank needs, being in good standing, fully competent performance, and other non-discriminatory issues.
- Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
- This position description does not create an employment contract, implied or otherwise, other than an “at will” employm

  • Senior Relationship Banker

    1 month ago

    Temple City, United States Unavailable Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Senior Relationship Banker

    4 days ago

    Temple City, United States Unavailable Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Bilingual Personal Banker

    1 week ago

    Temple Terrace, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...

  • Retail Banker I

    3 weeks ago

    Temple Terrace, United States TD Bank Full time

    Job DescriptionWork Location:Temple Terrace, FloridaHours:40Pay Details:$22.00 - $28.25 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based...

  • Assistant Branch Manager I

    3 days ago

    Temple, United States Cadence Bank Full time

    **What The Role Is**: Assists the Branch Manager in the daily activities of the branch office in addition to their normal responsibilities. **How You Will Make an Impact -** - Ensure a positive and professional environment within the workplace for teammates and customers. - Assist the branch manager in all aspects of managing the branch including hiring,...

  • Financial Relationship Officer

    3 weeks ago

    Temple City, United States CTBC Bank Full time

    POSITION SUMMARY: Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective needs assessment and recommending...

  • Financial Relationship Officer

    3 weeks ago

    Temple City, United States CTBC Bank Full time

    POSITION SUMMARY Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective needs assessment and recommending...

  • Financial Relationship Officer

    2 weeks ago

    Temple City, United States CTBC Bank Corp. (USA) Full time

    POSITION SUMMARY:Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective needs assessment and recommending...

  • Financial Relationship Officer

    3 weeks ago

    Temple City, United States CTBC Bank Corp. (USA) Full time

    POSITION SUMMARY:Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective needs assessment and recommending...

  • Community Care Worker I

    1 month ago

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

    Job Description: Community Care Worker I- Are you aa highly motivated, compassionate and dedicated individual looking for a rewarding career determining eligibility for the most vulnerable citizens of Texas in need of in-home care, home delivered meals, emergency response services, and other social services? If so, the Texas Health and Human Services...

  • CPI Investigative Supervisr I

    1 week ago

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

    Job Description: CPI Investigative Supervisor I Can also be filled as a Supervisor II The CPI Supervisor performs highly complex (senior-level) consultative services, technical assistance and supervisor work. This position manages administrative staff and a unit of caseworkers responsible for conducting Investigations and Alternative Response (AR)...

  • Biomedical Equipment Technician I

    5 days ago

    Temple, United States Baylor Scott & White Health Full time

    **JOB SUMMARY** Under the direction of the Clinical Engineering Manager the Biomedical Equipment Technician I is accountable for installations, repairs, regular maintenance and calibration of most classes of medical equipment at the component level. **ESSENTIAL FUNCTIONS OF THE ROLE** - Perform installations, regular maintenance, repairs and calibrations...

  • Operations Analyst I

    5 days ago

    Temple Terrace, United States The State of Florida Full time

    Requisition No: 826688 Agency: Environmental Protection Working Title: OPERATIONS ANALYST I - 37010854 Pay Plan: Career Service Position Number: 37010854 **Salary**: $34,520.40 - $39,641.28 annually (commensurate with experience) Posting Closing Date: 04/25/2024 **Total Compensation Estimator **Tool** **Operations Analyst I** **State of...

  • Sanitation Driver/collector I

    3 weeks ago

    Temple Terrace, United States City of Temple Terrace Full time

    **Position: Sanitation Driver/Collector I** **Position No.: 7.230** **Department: Public Works** **Salary Range: $20.22 - $22.24 per hour** This is routine, heavy manual work in Public Works’ Sanitation Division collecting, loading, and disposing of residential and commercial solid waste and recycling materials. Responsibilities include operating solid...

  • Plant Maintenance I

    3 weeks ago

    Temple Terrace, United States City of Temple Terrace Full time

    **Position: Plant Maintenance I - Wastewater** **Position No. :7.146** **Department: Utilities** **Salary Range: $18.95 - $20.85 per hour** This is semi-skilled and heavy manual work involving the installation, maintenance, repair, and general upkeep of lift stations, wells, water and sewer treatment plant facilities, and water and sewer distribution...

  • Plant Maintenance I

    2 days ago

    Temple Terrace, United States City of Temple Terrace Full time

    **Position: Plant Maintenance I - Wastewater** **Position No. :7.146** **Department: Utilities** **Salary Range: $18.95 - $20.85 per hour** This is semi-skilled and heavy manual work involving the installation, maintenance, repair, and general upkeep of lift stations, wells, water and sewer treatment plant facilities, and water and sewer distribution...

  • Pending Vacancy

    3 weeks ago

    Temple Terrace, United States The State of Florida Full time

    Requisition No: 829792 Agency: Environmental Protection Working Title: Pending Vacancy - ENVIRONMENTAL SPECIALIST I - 37010916 Pay Plan: Career Service Position Number: 37010916 **Salary**: 42,000.00 annually Posting Closing Date: 05/26/2024 **Total Compensation Estimator **Tool** **Environmental Specialist I** **State of Florida** **Department of...

  • Safety Coordinator

    2 weeks ago

    Temple, United States IES Communications Full time

    Job DescriptionJob DescriptionJob Summary:The Safety Coordinator is responsible for implementing, administering, maintaining and coordinating all IES safety policies and programs including safety training and inspections for the assigned project and others as needed. Ensures compliance with all IES and Site/Customer safety policies and procedure, as well as...

  • Background Investigator I

    3 days ago

    Temple, United States CACI International Inc Full time

    Background Investigator IJob Category: Service Contract ActTime Type: Part timeMinimum Clearance Required to Start: Top SecretEmployee Type: Part-Time On-CallPercentage of Travel Required: Up to 25%Type of Travel: Continental US* * * At CACI, background investigation is more than research and reports; it's your chance to contribute to the safety and security...

  • Assistant Branch Manager

    3 weeks ago

    Temple City, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...