Relationship Banker

• 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

• 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

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.

• Financial Services Experience
• Cash Handling Experience
• Sales Experience
• Client Relationship Management
• Critical Thinking

• Cash Transactions Processing
• Financial Products Knowledge
• Sales Techniques
• Self-Service Resources Utilization
• Operational Excellence

• Effective Communication
• Relationship Building
• Adaptability
• Enthusiasm
• Collaboration

• Bachelor's Degree
• Associate's Degree in Business Management
• Associate's Degree in Business Administration
• Associate's Degree in Finance

• Financial Goals
• Client Experience
• Risk Culture
• Business Knowledge
• Financial Center Operations