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Zions Bank

Offers retail and commercial banking services

Branch Relationship Banker - Personal Banker, Bitters, San Antonio, TX

Retail & Commercial BankingPosted on Sep 8
Full-timeSan Antonio, TX, USANo salary listedIn-person

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least two years of banking experience is required, preferably in a universal banker, personal banker, or comparable retail banking role.
  • Experience in relationship-driven sales, including identifying opportunities, meeting targets, and cross-selling banking products, is required.
  • The ability to engage clients, uncover financial needs, build trust, deepen relationships, and drive sales is required.
  • Knowledge of consumer lending processes and the ability to guide clients through loan applications are required.
  • A broad understanding of banking products, including deposits, loans, credit cards, and investment solutions, is required.
  • Negotiation and influencing skills to recommend appropriate financial solutions are required.
  • Problem-solving abilities to address client needs, resolve issues, and handle inquiries are required.
  • Strong organizational, multitasking, and prioritization skills are required for work in a fast-paced environment.
  • Proficiency in basic math, computer applications, and banking systems or software is required.
  • The ability to obtain and maintain Nationwide Mortgage Licensing System registration in compliance with SAFE Act requirements is required.

Responsibilities

  • Conduct financial needs assessments and recommend tailored banking products and solutions as part of sales discovery and client relationship management.
  • Build and manage client relationships through outbound outreach, sales calls, in-branch engagement, and ongoing service support.
  • Promote and cross-sell bank products and services, identify referral opportunities including commercial lending, and ensure timely follow-up.
  • Open and service accounts, issue ATM cards, originate and close consumer loans, and address client inquiries.
  • Deliver sales-focused banking solutions that support branch performance and provide service to new and existing customers.
  • Identify and act on business opportunities to support revenue growth while managing risk.
  • Resolve client concerns through direct resolution or appropriate escalation.
  • Process teller transactions within authorized limits and perform day-to-day branch service responsibilities.
  • Maintain compliance with banking regulations, policies, and security protocols while safeguarding client information.
  • Collaborate with branch leadership to track performance goals and support branch operations.

Desired Qualifications

  • Experience in teller operations and new account servicing is preferred.

About the Company

Zions Bank

Offers retail and commercial banking services

Zions Bank is a financial institution that provides traditional banking services to individuals and businesses, including personal and business accounts, loans, mortgages, and investment services, delivered through branches and digital channels. The company differentiates itself by prioritizing people—employees, clients, and communities—through strong benefits, learning opportunities, community involvement, and autonomy that enables employees to grow in their roles. This focus on people and community sets Zions Bank apart from competitors that may emphasize products alone. The goal is to help customers succeed financially while also empowering employees and serving as a premier employer of choice that contributes to the communities it serves.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Salt Lake City, UT
Founded
1873

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