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Banking Relationship Specialist

2 months ago


La Grange, Texas, United States National Bank and Trust Company Full time

Client Relationship Banker

The Client Relationship Banker position focuses on building and nurturing professional relationships with clients, overseeing their banking accounts, and effectively presenting various financial services and products tailored to meet client requirements. The successful candidate will demonstrate outstanding customer service and communication abilities, emphasizing precision and adherence to regulations. Previous experience in a similar role and cash handling is essential, with a preference for familiarity with banking operations and teller responsibilities. Bilingual skills are advantageous.

Key Responsibilities:

  • Develop and sustain professional relationships with clients
  • Oversee client banking accounts and manage transactions
  • Promote and provide banking services and products
  • Identify and rectify discrepancies in a timely manner
  • Comply with regulatory requirements
  • Safeguard customer information confidentiality
  • Ensure accurate cash verification and balancing
  • Represent the bank with professionalism
  • Execute other assigned tasks as needed
Required Qualifications:
  • High school diploma or equivalent
  • A minimum of one year of relevant experience or cash handling
  • Familiarity with FIS Horizon is a plus
  • Strong customer service and communication skills
  • Proficiency in operating necessary business equipment
  • Exhibit a professional demeanor and appearance