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Relationship Banker

Jobtailor

engaging clients in the lobby to educate and assist with conducting transactions through self-service resources 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 connecting clients to solutions that meet the financial goals executes the bank's risk culture and strives for operational excellence builds relationships with clients to meet financial needs follows established processes and guidelines in daily activities to do what is right for clients and the bank grows business knowledge and network by partnering with experts in small business, lending, and investments manages financial center traffic, appointments, and outbound calls effectively drives the client experience Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results 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 communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms applies strong critical thinking and problem-solving skills to meet clients' needs Must be able to work weekends and/or extended hours, which may include being scheduled at 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 Core Competencies Demonstrates strong client engagement and relationship-building skills to effectively meet financial needs while adhering to established processes. Possesses a solid understanding of financial services, products, and solutions, complemented by critical thinking and problem-solving abilities. Highest-signal resume keywords Financial Services Experience Cash Handling Experience Sales Experience Client Relationship Management Critical Thinking ATS Optimization Keywords Hard Skills Cash Transactions Processing Financial Products Knowledge Sales Techniques Self-Service Resources Utilization Operational Excellence Soft Skills Effective Communication Relationship Building Adaptability Enthusiasm Collaboration Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's Degree in Business Administration Associate's Degree in Finance Industry Keywords Financial Goals Client Experience Risk Culture Business Knowledge Financial Center Operations #J-18808-Ljbffr

Vacancy posted 12 hours ago
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