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Relationship Banking Specialist

Jobtailor

  • engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
  • accurately and efficiently processing cash transactions for clients as needed
  • having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
  • executing the bank's risk culture and strives for operational excellence
  • building relationships with clients to meet financial needs
  • following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • growing business knowledge and network by partnering with experts in small business, lending, and investments
  • managing financial center traffic, appointments, and outbound calls effectively
  • driving the client experience
  • managing cash responsibilities
Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills cash handling financial services sales experience banking transactions self-service technologies problem-solving critical thinking time management operational excellence risk management Soft Skills enthusiastic self-starter strong work ethic collaboration relationship building communication adaptability client focus passion commitment Certifications & Qualifications Bachelor's Degree Associate’s Degree in business management Associate’s Degree in business administration Associate’s Degree in finance #J-18808-Ljbffr Jobtailor

Vacancy posted 3 days ago
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