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Relationship Banker

Jobtailor

The responsibilities for this role include: This job is responsible for 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 their financial and life priorities and connecting them to solutions that meet their financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet their 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 Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client Effectively collaborates to get things done, building and nurturing strong relationships Passionate, committed, and driven to deliver an experience that improves our clients' financial lives Confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Ability to learn and adapt to new information and technology platforms Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., 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, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: 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 expertise in client engagement and financial services, effectively educating clients on self‑service banking technologies while adhering to regulatory guidelines. Possesses strong problem‑solving skills and a results‑oriented mindset to meet clients' financial needs. #J-18808-Ljbffr

Vacancy posted 11 hours ago
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