Relationship Banker Potranco
On-siteSan Antonio, Texas, United States
Job Summary
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships through scheduled appointments, lobby engagement, and proactive outreach. Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments. Partner with colleagues across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions and converting qualified opportunities into closed outcomes. Resolve account inquiries and service requests within authorized limits while resolving issues and setting follow-up plans. Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction and efficiency. Work a schedule that includes most Saturdays. This temporary LP role transitions to a full SAFE position upon licensing completion.
Required Qualifications
- 2+ years of customer service experience
- 1+ year of assessing and meeting the needs of customers or helping with issue resolution
- 1+ year of building and maintaining effective relationships with customers and partners
- 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- Ability to work a schedule that will include most Saturdays
- Active or completed within a designated timeframe FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s)
- SIE exam for FINRA qualifications earned after Sept. 30, 2018
- FINRA Series 65 (or equivalent) examination attempted within a specified period of time for specific states
- Meeting enhanced financial fitness and criminal background standards
- SAFE registration at the time of employment
Desired Qualifications
- Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
- Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
- Experience assessing needs and recommending products and services for consumer and business customers
- Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
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