Senior Relationship Banker

At Vantage Bank, we're driven by a deep commitment to supporting our customers, valuing our employees, embracing diversity, fostering meaningful connections, and providing outstanding service every step of the way.

JOB SUMMARY

The Senior Relationship Banker is an experienced and cross-trained financial professional specializing in customer relationship management, sales, and operations. They open deposit accounts, consumer loans, and handle customer inquiries and maintenance requests all while providing excellent customer experience. The Senior Relationship Banker supports branch staff, branch operations, compliance, and sales strategies alongside the Banking Center Manager.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Contributes to the fulfillment of department and company objectives and goals. Perform as a team member in allocating and coordinating the workflow.

Ability to perform Teller and Relationship Banker duties as needed. Supports banking center personnel to ensure they are properly trained and cross trained. Maintains open communication and reporting with the Banking Center Manager. Provides support to ensure all Policies and Procedures are followed for the various areas (i.

e., New Accounts, Tellers, etc.) Ability to handle customer complaints and inquiries and provide excellent customer experience. Supports manager as needed in conducting meetings to update banking center personnel on products, services, promotions, etc. Open new accounts. Collaborate with a team of product partners utilizing the One Bank Sales Strategy to understand and satisfy the clients'/prospects’ holistic business needs.

Responsible for assisting in the monitoring of DDA and COD exceptions. Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations, which include BSA, CIP, and OFAC requirements. Responsible for relationship management, deposit portfolio growth and delivering excellent client experience.

Supports the Banking Center Manager with the integration of the overall branch unit (tellers/new accounts) in working together towards established goals and objectives. Identifies and establishes strategies which will emphasize prospecting methods for generating net business with equal emphasis on business retention. Supports the Banking Center Manager in the successful managing of Vantage Bank Texas Banking Center sales, operations, maintenance, security, and personnel.

Maintains high levels of product knowledge. Proactively reinforces efforts to carry out cross-selling objectives with staff. Coaches staff to work as a team towards established branch and corporate goals. Actively monitors on a consistent basis the status of sales efforts. Ensures a consistently high level of professionalism, business etiquette, and overall positive attitude towards our customers.

Other duties as assigned.

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities and organizational limitations may result in some deviation from these guidelines.

High School diploma or general education degree (GED), or equivalent required. Bachelor’s Degree in a related field preferred. 4+ years of prior banking and sales experience. Extensive knowledge relating to banking regulations. Proficient computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills.

Excellent verbal, written, and interpersonal communication skills. Must be sales-driven with a proven ability to build strong client relationships and deliver excellent customer service. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.

Ability to always maintain a high degree of ethical standards and complete confidentiality. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management. Must be versatile, flexible and have a willingness to work with constantly changing priorities with enthusiasm.

Ability to communicate with people at all levels and various backgrounds Bilingual— English/Spanish preferred COMMUNITY IMPACT Community involvement is part of who we are. Our culture is built on teamwork, purpose, and service. We value volunteerism and create opportunities for employees to connect, give back, and make a positive difference in our communities.

As part of the Vantage Bank team, all associates should embrace our community involvement and culture to ensure we are making an impact. BANK SECRECY ACT (BSA) All employees of Vantage Bank, herein referenced to as the “Bank”, must comply with the terms of the BSA Policy upon acceptance of this position. The primary responsibility for enforcement of this policy and its operating procedures rests with the BSA/AML/OFAC Officer.

However, it is the responsibility of each employee to take the required BSA training modules and become familiar with and adhere to the Bank Secrecy Act, Anti Money Laundering and Office of Foreign Asset Control Policy. EOE/M/F/D/V